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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Bryan is an investment advisor representative with Morgan Stanley. Timothy has been in the financial industry since March 2001. Timothy is registered with FINRA and the state of Arizona as a broker-dealer and investment advisor. Timothy is also registered with the state of Texas as a broker-dealer and investment advisor. Timothy provides a range of investment services, including portfolio management for individuals, businesses, and investment companies, as well as financial planning and asset allocation advice. Timothy has previously been registered with Ameriprise Financial Services, LLC and Citigroup Global Markets Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AZ
09/09/2020 - Present
Morgan Stanley (Scottsdale AZ)
AZ
10/05/2009 - 09/11/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Phoenix AZ)
AZ
05/08/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SCOTTSDALE AZ)
AZ
08/04/2003 - 05/27/2009
CITIGROUP GLOBAL MARKETS INC. (SCOTTSDALE AZ)
MO
03/29/2001 - 08/05/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 06/16/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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