Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Ludwick is a financial professional with over 10 years of experience in the financial services industry. Timothy currently works as a Registered Representative for D.a. Davidson & Co., where he is dedicated to helping clients achieve their financial goals. Prior to his current role, Timothy held positions at Citizens JMP Securities, LLC, Citizens Capital Markets, BMO Capital Markets Corp., Greene Holcomb & Fisher LLC, and SunTrust Robinson Humphrey, Inc. Timothy has a deep understanding of the financial markets and a commitment to providing his clients with personalized financial advice.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
04/16/2024 - Present
D.a. Davidson & Co. (Boca Raton FL)
GA
08/01/2023 - 12/08/2023
CITIZENS JMP SECURITIES, LLC (Atlanta GA)
GA
07/08/2021 - 08/01/2023
CITIZENS CAPITAL MARKETS (Atlanta GA)
GA
08/02/2016 - 03/18/2021
BMO CAPITAL MARKETS CORP. (ATLANTA GA)
GA
06/23/2015 - 08/03/2016
GREENE HOLCOMB & FISHER LLC (ATLANTA GA)
GA
08/14/2012 - 06/19/2015
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
BC
Issued 09/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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