Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy MacHolz is a financial advisor with over 9 years of experience in the industry. Timothy is currently registered with Houlihan Lokey Capital, Inc. and holds Series 79 and Series 63 licenses as well as the Securities Industry Essentials Examination. Timothy has a strong background in investment banking and has worked at several prominent firms, including Archpoint Partners LLC and Aurus Advisors, Inc. Timothy is dedicated to providing personalized financial advice to his clients and helping them achieve their financial goals.
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.
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.
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2
CA
03/10/2014 - Present
Houlihan Lokey Capital, Inc. (San Francisco CA)
CA
12/21/2013 - 04/28/2014
ARCHPOINT PARTNERS LLC (SAN FRANCISCO CA)
FL
11/26/2012 - 03/14/2013
AURUS ADVISORS, INC. (PONTE VEDRA BEACH FL)
BC
Issued 06/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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