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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Harrison is a financial advisor with B. Riley Wealth Advisors, Inc. Timothy has been working in the industry since 1994. Timothy holds the Series 4, 7, 8, 9, 10, 24, 31, 63 and 65 licenses, as well as the SIE certification. Timothy has a strong track record of helping individuals, families and businesses achieve their financial goals. Timothy is committed to providing personalized service to all of Timothy's clients. Timothy is committed to building long-term relationships with Timothy's clients based on trust and understanding.
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.
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.
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2
TX
01/12/2018 - Present
B. Riley Wealth Advisors, Inc. (THE WOODLANDS TX)
TX
01/12/2018 - 07/22/2022
NATIONAL SECURITIES CORPORATION (THE WOODLANDS TX)
TX
10/05/2009 - 01/17/2018
AMERIPRISE FINANCIAL SERVICES, INC. (THE WOODLANDS TX)
TX
06/17/1994 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (HOUSTON TX)
IA
Issued 09/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/22/1998
Series 4 - Registered Options Principal Examination
BC
Issued 06/02/1997
Series 24 - General Securities Principal Examination
BC
Issued 06/25/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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