Unclaimed
Timothy Voytko is an investment advisor representative at Sovran Advisors, LLC, a registered investment advisory firm headquartered in San Diego, California. Timothy has been in the financial services industry since 1990 and specializes in financial planning and asset management. He currently holds the Series 6, Series 7, Series 63, and Series 65 licenses and holds the SIE designation. Timothy has worked at several firms including MML Investors Services, LLC and MSI Financial Services, Inc. prior to his current position at Sovran Advisors, LLC.
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.
1
2
CA
02/27/2024 - Present
Sovran Advisors, LLC (SAN DIEGO CA)
CA
03/25/2017 - 03/05/2024
MML INVESTORS SERVICES, LLC (PASADENA CA)
CA
08/02/1990 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PASADENA CA)
CA
08/02/1990 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LOS ANGELES CA)
IA
Issued 07/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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