Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Jeffrey Reik is a financial advisor with Raymond James Financial Services Advisors, Inc. Timothy has been in the financial industry since 1997 and has experience with a variety of firms. Timothy is registered to provide investment advice in Alabama, District of Columbia, Florida, Georgia, Iowa, Louisiana, Maryland, Michigan, Mississippi, North Carolina, Ohio, Tennessee, Utah, Virginia, and Wisconsin. Timothy holds a Series 7, Series 6, Series 24, Series 26, and Series 63 license. Timothy is also a Certified Financial Planner.
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
FL
07/14/2014 - Present
Raymond James Financial Services Advisors, Inc. (LAKE MARY FL)
FL
03/13/2009 - 06/20/2014
LPL FINANCIAL LLC (LAKE MARY FL)
FL
11/18/2004 - 04/02/2009
PROEQUITIES, INC. (ALTAMONTE SPRING FL)
FL
03/03/2003 - 11/18/2004
KOVACK SECURITIES INC. (FT. LAUDERDALE FL)
GA
06/27/1997 - 03/05/2003
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 11/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2004
Series 24 - General Securities Principal Examination
BC
Issued 06/26/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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