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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Justin Raftis is a financial advisor with over 25 years of experience. Timothy is a Registered Representative and Investment Advisor Representative, and has worked in various roles throughout his career, including at Merrill Lynch, Legg Mason Investor Services, LLC, and Citigroup Global Markets Inc. Timothy's professional licenses and certifications include Series 3, 7, 8, 24, 63, and 65. Timothy holds the Certified Financial Planner designation. Timothy is currently affiliated with Insight Wealth Strategies, LLC, where he provides financial planning and portfolio management services. Timothy specializes in advising high-net-worth individuals, families, and businesses.
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.
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.
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.
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CA
01/01/2025 - Present
Insight Wealth Strategies, LLC (SAN RAMON CA)
CA
09/01/2015 - 01/04/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
12/01/2005 - 02/19/2015
LEGG MASON INVESTOR SERVICES, LLC (SAN FRANCISCO CA)
NY
07/31/1993 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
12/05/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
05/25/1988 - 07/20/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 11/17/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 08/06/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2001
Series 3 - National Commodity Futures Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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