Unclaimed
Timothy McManus is a financial advisor with Edward Jones. Timothy has over 20 years of experience in the financial industry. Timothy has been registered with FINRA since 2002. Prior to joining Edward Jones, Timothy worked at LPL FINANCIAL LLC, PNC INVESTMENTS, NATCITY INVESTMENTS, INC., and AXA ADVISORS, LLC. Timothy holds the following licenses and certifications: Series 6, Series 7, Series 63, Series 66, and SIE. Timothy specializes in providing financial advice to individuals, families, and businesses.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
04/05/2012 - Present
Edward Jones (PORT ST LUCIE FL)
FL
01/13/2010 - 02/24/2011
LPL FINANCIAL LLC (PALM CITY FL)
FL
11/13/2009 - 01/06/2010
PNC INVESTMENTS (PORT ST. LUCIE FL)
FL
12/12/2007 - 11/13/2009
NATCITY INVESTMENTS, INC. (PORT ST. LUCIE FL)
FL
07/02/2002 - 11/26/2007
AXA ADVISORS, LLC (PORT ST. LUCIE FL)
GA
01/31/2002 - 03/20/2002
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 10/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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