Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Colosimo is a financial advisor with over 29 years of experience in the industry. Timothy is currently registered with Raymond James & Associates, Inc. and has been registered with the firm since March 2022. Timothy has previously been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, Citigroup Global Markets Inc. and UBS PaineWebber Inc. Timothy holds Series 6, 7, 63, 65 and 66 licenses. Timothy has a strong background in providing financial planning, portfolio management for businesses and individuals, selection of other advisors, pension consulting and educational seminars.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MI
03/31/2022 - Present
Raymond James & Associates, Inc. (BLOOMFIELD HILLS MI)
MI
10/16/2009 - 04/01/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
MI
06/01/2009 - 11/11/2009
MORGAN STANLEY SMITH BARNEY (SOUTHFIELD MI)
MI
05/21/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SOUTHFIELD MI)
NJ
03/01/1999 - 06/13/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
02/24/1993 - 01/14/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 10/19/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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