Unclaimed
Timothy Edward Eyerman is a financial advisor with over 30 years of experience in the financial industry. Timothy is currently registered with Raymond James Financial Services Advisors, Inc. Timothy holds a Series 7, 63, and 65 license and is a Registered Representative of Raymond James & Associates, Inc., a member of FINRA/SIPC. Timothy has provided financial advice to a wide range of clients, including individuals, families, businesses, and retirement plans. Timothy is committed to helping clients achieve their financial goals through personalized financial planning and investment management.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
06/28/2019 - Present
Raymond James Financial Services Advisors, Inc. (Westlake OH)
OH
02/03/2006 - 07/05/2013
RAYMOND JAMES & ASSOCIATES, INC. (WESTLAKE OH)
OH
10/07/1991 - 02/16/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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