Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Dahms is a financial advisor with over 20 years of experience in the industry. Timothy is currently registered with Raymond James & Associates, Inc. and is located in Atlanta, GA. Timothy has a strong background in investments, having previously worked with firms like Financo Securities, LLC, Finsec, LLC, Moelis & Company LLC, Bear, Stearns & Co. Inc., and Citigroup Global Markets Inc. Timothy is dedicated to providing clients with personalized financial advice and guidance.
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.
Please see note in schedule d - miscellaneous
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.
1
2
GA
03/30/2021 - Present
Raymond James & Associates, Inc. (ATLANTA GA)
NY
03/14/2014 - 05/06/2021
FINANCO SECURITIES, LLC (NEW YORK NY)
NY
11/09/2012 - 03/05/2014
FINSEC, LLC (NEW YORK NY)
NY
06/12/2008 - 10/08/2012
MOELIS & COMPANY LLC (NEW YORK NY)
NY
10/05/2004 - 06/05/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
10/03/2001 - 09/23/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 10/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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