Unclaimed
Timothy Mark Mitrovich is an investment advisor representative, registered in Washington. Timothy has been in the industry since 2005 and holds the Series 7, 63 and 65 licenses. Timothy's current firm is Hightower Advisors, LLC. Prior to joining Hightower Advisors, Timothy was employed at Richards, Merrill & Peterson, Inc. and Ten Capital Investment Advisors, LLC. Timothy specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
WA
06/23/2023 - Present
Hightower Advisors, LLC (Spokane WA)
WA
08/24/2005 - 03/30/2012
RICHARDS, MERRILL & PETERSON, INC. (SPOKANE WA)
IA
Issued 03/27/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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