Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Lynn Askew is a financial advisor with over 25 years of experience in the industry. Timothy has a strong background in investments and financial planning. Currently, Timothy is registered with Raymond James Financial Services Advisors, Inc. in North Carolina, South Carolina and Texas. Timothy provides a variety of services to individuals, families and businesses. Timothy's specialization is in Retirement Planning, Asset Allocation, Mutual Funds, Insurance and Annuities.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
09/11/2019 - Present
Raymond James Financial Services Advisors, Inc. (HENDERSONVILLE NC)
MO
06/15/2002 - 05/20/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
06/04/1998 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NY
02/04/1997 - 05/07/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/25/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 02/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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