Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Clemens is a financial advisor with Raymond James Financial Services Advisors, Inc., specializing in providing financial advice and guidance to clients. Timothy has extensive experience in the industry, having served as a financial advisor for over 13 years. Timothy is a registered representative and investment advisor representative, and holds several industry licenses. Timothy works with a wide range of clients, including individuals, families, businesses, and retirement 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.
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
AZ
08/07/2019 - Present
Raymond James Financial Services Advisors, Inc. (Gilbert AZ)
AZ
01/03/2017 - 02/27/2019
LPL FINANCIAL LLC (PHOENIX AZ)
AZ
10/17/2014 - 01/03/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
06/13/2011 - 10/01/2014
LPL FINANCIAL LLC (PHOENIX AZ)
BOTH
Issued 02/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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