Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy White is a registered investment advisor with Park Avenue Securities LLC, with over 10 years of experience in the financial services industry. Timothy is a Series 4, 7, 9, 10, 63 and 65 licensed professional. Timothy has previously worked at several other firms, including UBS Financial Services Inc., Morgan Stanley and Wells Fargo Advisors Financial Network, LLC. In addition to his work as an investment advisor, Timothy also owns and operates a digital marketing and media company called Hidden Apex LLC. Timothy's focus is on providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, 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.
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.
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.
1
2
CA
08/03/2023 - Present
Park Avenue Securities LLC (DUBLIN CA)
CA
08/06/2020 - 04/06/2023
UBS FINANCIAL SERVICES INC. (SAN MATEO CA)
CA
05/24/2019 - 08/11/2020
MORGAN STANLEY (SAN FRANCISCO CA)
MO
01/25/2012 - 03/21/2019
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
01/25/2013 - 03/18/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
12/02/2011 - 01/26/2012
NYLIFE SECURITIES LLC (ST. LOUIS MO)
BC
Issued 12/15/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2018
Series 4 - Registered Options Principal Examination
BC
Issued 05/22/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/28/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy White is the right advisor for you? Invested Better is here to help.
