Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Kowalski is a financial advisor with Raymond James & Associates, Inc. in SOUTHFIELD, MI. Timothy has been in the financial services industry since 2003. Timothy holds the Series 7, 31, and 63 licenses as well as the SIE and Series 65 licenses. Timothy has a long history of experience in the financial services industry, having worked for firms such as Ameriprise Financial Services, Inc. and Morgan Stanley DW Inc. Timothy provides financial planning, portfolio management, and other investment advisory services to individuals, businesses, and institutions.
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
MI
09/07/2018 - Present
Raymond James & Associates, Inc. (SOUTHFIELD MI)
MI
10/05/2009 - 04/19/2018
AMERIPRISE FINANCIAL SERVICES, INC. (BROWNSTOWN TOWNSHIP MI)
MI
06/23/2003 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (BROWNSTOWN TOWNSHIP MI)
NY
09/05/2002 - 05/20/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 09/27/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/04/2002
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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