Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Davis is an active investment advisor representative with Latitude Advisors, LLC. Timothy has been in the securities industry since 2011. Timothy is a registered investment advisor representative in Kentucky, Indiana and Ohio and also has a Series 65 and Series 66 license. Timothy is affiliated with Latitude Advisors, LLC and has previously worked for J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and MML Investors Services, LLC. Timothy focuses on providing financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
Third party referral fees
1
2
FL
01/07/2020 - Present
Latitude Advisors, LLC (VERO BEACH FL)
OH
08/20/2015 - 01/03/2018
MML INVESTORS SERVICES, LLC (CINCINNATI OH)
KY
12/03/2013 - 08/12/2015
J.P. MORGAN SECURITIES LLC (BELLEVUE KY)
KY
10/24/2011 - 12/03/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT MITCHELL KY)
IA
Issued 01/07/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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