Unclaimed
Timothy Williamson is a financial advisor with Money Concepts Capital Corp. He has been working in the industry since 1991. Timothy is registered with the state of South Carolina as a registered investment advisor representative. He is also a registered representative with FINRA and is licensed to sell securities in Georgia, North Carolina, and South Carolina. Timothy specializes in providing financial planning, portfolio management for individuals and businesses, and general consulting services. His prior roles include positions with Equitable Advisors, LLC, and AXA Advisors, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
FL
03/29/2022 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
SC
01/21/1991 - 03/05/2021
EQUITABLE ADVISORS, LLC (ANDERSON SC)
NY
01/21/1991 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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