Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Willis is a registered investment advisor representative of Manning & Napier Advisors, LLC. Timothy has been in the securities industry since 2003, and is registered in Florida, New York, and Ohio. Timothy holds Series 6, 63, and 65 licenses and has completed the SIE exam. Timothy's previous experience includes working at Manning & Napier Investor Services, Inc. and 1717 Capital Management Company. Timothy specializes in providing financial planning, pension consulting, and portfolio management services to individuals, families, and institutions.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Mna may negotiate the fee for customized portfolios and services
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2
NY
07/21/2003 - Present
Manning & Napier Advisors, LLC (FAIRPORT NY)
OH
03/02/2005 - 01/12/2023
MANNING & NAPIER INVESTOR SERVICES, INC. (DUBLIN OH)
DE
05/06/1994 - 12/12/1996
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BC
Issued 06/13/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/14/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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