Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Truss is a financial advisor at The L. Warner Companies, Inc., based in Timonium, MD. Timothy has been in the financial services industry since 2000. Timothy offers a variety of services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Timothy also provides business consulting and plan administration services. Timothy is registered as an investment advisor representative in Maryland.
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.
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.
Business consulting and plan administration services
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
MD
05/08/2009 - Present
THE L. Warner Companies, Inc. (TIMONIUM MD)
MD
11/14/2008 - 03/31/2009
STANFORD GROUP COMPANY (BALTIMORE MD)
MD
10/13/2005 - 12/03/2008
CITIGROUP GLOBAL MARKETS INC. (LUTHERVILLE MD)
DC
11/24/2004 - 11/02/2005
ICMA-RC SERVICES, LLC (WASHINGTON DC)
MD
08/31/2000 - 11/19/2004
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 11/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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