Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Lidiak is a financial advisor with over 40 years of experience. He joined Raymond James Financial Services Advisors, INC in 2009. Timothy Lidiak's prior experience includes roles at Raymond James & Associates, INC, Southwest Securities, INC, Thomson McKinnon Securities Inc, Schneider, Bernet & Hickman, INC and Prudential-Bache Securities Inc. Timothy Lidiak holds a Series 7, Series 24, Series 5, Series 63 and Series 65 licenses.
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
TX
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (KERRVILLE TX)
FL
04/11/1997 - 12/31/1998
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
TX
03/31/1988 - 04/11/1997
SOUTHWEST SECURITIES, INC. (DALLAS TX)
NA
04/13/1984 - 04/16/1988
THOMSON MCKINNON SECURITIES INC.
NA
04/23/1984 - 02/12/1985
SCHNEIDER, BERNET & HICKMAN, INC.
NA
08/22/1981 - 04/13/1984
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 9/20/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/4/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/10/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 8/15/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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