Unclaimed
Timothy Livingood is a registered investment advisor representative with Redtree Investment Group in Cincinnati, OH. Timothy has been in the securities industry since November 2017. Timothy has passed the Series 63, Series 7, and SIE exams. Timothy is a specialist in helping individuals and businesses with their investments. Timothy has experience working with government entities, banking and thrift institutions and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
OH
04/22/2020 - Present
Redtree Investment Group (CINCINNATI OH)
OH
09/13/2018 - 03/17/2020
ULTIMUS FUND DISTRIBUTORS, LLC (CINCINNATI OH)
NC
11/09/2017 - 08/31/2018
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 09/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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