Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Vos is a financial advisor with over 30 years of experience in the industry. Timothy is currently registered with Captrust and holds a Series 63, Series 65, Series 7, Series 14, Series 24, and Series 52TO licenses. Timothy has previously worked with MV Securities Group, Inc., Williams, Buchanan & Company, Inc., Prudential Securities Incorporated, Paine Webber Incorporated, Rotan Mosle Inc., and The Stuart-James Company, Inc..
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
02/15/2023 - Present
Captrust (Houston TX)
TX
07/10/1996 - 10/06/2021
MV SECURITIES GROUP, INC. (HOUSTON TX)
TX
12/22/1994 - 10/10/1996
WILLIAMS, BUCHANAN & COMPANY, INC. (DALLAS TX)
NY
04/01/1992 - 01/10/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
01/01/1991 - 04/10/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
11/18/1985 - 01/01/1991
ROTAN MOSLE INC.
NA
10/23/1985 - 11/25/1985
THE STUART-JAMES COMPANY, INC.
IA
Issued 10/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 06/20/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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