Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Lance Nunno is a financial advisor registered with Raymond James & Associates, Inc. with over 25 years of experience in the financial services industry. Timothy has a strong background in providing financial advice to individuals, corporations, and retirement plans. His expertise encompasses areas like investment management, financial planning, and pension consulting. He has held previous roles with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Please see note in schedule d - miscellaneous
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
FL
09/21/2023 - Present
Raymond James & Associates, Inc. (Melbourne FL)
FL
11/14/2008 - 09/29/2023
UBS FINANCIAL SERVICES INC. (MELBOURNE FL)
FL
04/25/1999 - 11/18/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NAPLES FL)
NY
08/20/1997 - 03/31/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/22/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 08/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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