Unclaimed
Timothy Vansolkema is a registered representative with Raymond James & Associates, Inc. Based in St. Petersburg, Florida, Timothy has been in the financial services industry since 1987. Timothy has a broad range of experience, having previously worked at firms such as Morgan Keegan & Company, Inc., Salomon Smith Barney Inc., and Lehman Brothers Inc.
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
05/12/2016 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
IL
04/29/2002 - 03/14/2013
MORGAN KEEGAN & COMPANY, INC. (CHICAGO IL)
NY
07/31/1993 - 05/06/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
07/15/1998 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NY
01/04/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/19/1988 - 01/23/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/20/1987 - 06/02/1988
FIRST INTERSTATE CAPITAL MARKETS, INC.
IA
Issued 05/17/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/03/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
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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