Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Holt is a financial advisor with over 30 years of experience in the industry. Timothy is currently registered as an Investment Advisor Representative (IAR) with Madison Avenue Securities, LLC, and holds a Series 65 license. Previously, Timothy was employed by RAYMOND JAMES FINANCIAL SERVICES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Timothy has a wide range of experience in the financial services industry including providing financial planning services, pension consulting, and portfolio management for businesses and individuals. Timothy is also a Registered Principal and holds a Series 24 license.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
03/25/2009 - Present
Madison Avenue Securities, LLC (ATASCADERO CA)
CA
12/08/1995 - 03/29/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (ATASCADERO CA)
NY
06/21/1990 - 12/11/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/03/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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