Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Salzman is an investment advisor representative with over 25 years of experience in the financial services industry. Timothy is registered with Morgan Stanley and has a Series 7, Series 63 and Series 66 licenses. He has previously been registered with EDWARD JONES. Timothy is currently registered in 45 states for both securities and investment advisory services. He is committed to providing personalized financial advice and investment solutions to meet the needs of a wide range of clients. His primary focus is on high-net-worth individuals, insurance companies, and investment companies. Timothy is a member of the Morgan Stanley Private Bank, National Association. He has held this role since January 2015.
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
MO
04/28/2012 - Present
Morgan Stanley (Chesterfield MO)
MO
10/16/1997 - 04/09/2012
EDWARD JONES (KIRKWOOD MO)
BOTH
Issued 03/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Timothy Salzman is the right advisor for you? Invested Better is here to help.
