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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Grajko is a financial advisor with Morgan Stanley. Timothy has been in the industry since December 3, 2011. He has a Series 3, 7 and 66 license. Timothy works with a wide range of clients, including individuals, businesses, insurance companies, charitable organizations, and investment companies. He provides asset allocation advice, financial planning, pension consulting, and educational seminars. Timothy is also registered to provide investment advisory services in Florida and Texas.
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
FL
09/22/2020 - Present
Morgan Stanley (Boca Raton FL)
FL
11/15/2018 - 05/21/2019
TRADESTATION SECURITIES, INC. (PLANTATION FL)
CT
08/13/2016 - 07/16/2018
SUSQUEHANNA FINANCIAL GROUP, LLLP (STAMFORD CT)
NY
08/24/2011 - 08/06/2016
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
PA
06/27/2011 - 08/26/2011
DREXEL HAMILTON, LLC (PHILADELPHIA PA)
BOTH
Issued 07/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2018
Series 3 - National Commodity Futures Examination
BC
Issued 07/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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