Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Lee Baldwin is an investment advisor representative registered with Raymond James & Associates, Inc. Timothy has been in the securities industry since 1987. Timothy is registered to provide investment advice in Michigan, Texas and other states. Timothy holds Series 7, Series 63, and Series 65 licenses as well as the SIE. Prior to joining Raymond James & Associates, Inc., Timothy was registered with Roney & Co. L.L.C. and Roney & Co. Timothy provides investment advice to high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit sharing plans, and banking or thrift 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.
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
MI
10/29/2018 - Present
Raymond James & Associates, Inc. (SAGINAW MI)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
11/25/1987 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
IA
Issued 03/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
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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