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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 Mark Stevens is a financial advisor with over 30 years of experience in the financial services industry. Timothy Mark Stevens is currently registered with Morgan Stanley, a firm with a strong reputation for providing comprehensive financial services to clients. Timothy Mark Stevens has a wide range of experience, including working with high-net-worth individuals, corporations, and institutions. Timothy Mark Stevens offers a variety of financial services, including financial planning, asset allocation advice, and portfolio management. Timothy Mark Stevens is committed to providing personalized financial guidance to help clients achieve their financial goals. Prior to joining Morgan Stanley, Timothy Mark Stevens worked for other well-known financial institutions, including WELLS FARGO ADVISORS, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
05/05/2020 - Present
Morgan Stanley (Flemington NJ)
NJ
04/19/2005 - 11/07/2011
WELLS FARGO ADVISORS, LLC (FLEMINGTON NJ)
NY
10/21/1998 - 04/20/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
04/28/1989 - 09/30/1998
THE GMS GROUP, L.L.C. (EAST HANOVER NJ)
NA
09/25/1987 - 03/09/1990
UNDERHILL ASSOCIATES, INCORPORATED
NA
03/23/1989 - 04/17/1989
JONATHAN ALAN & CO., INC.
BC
Issued 12/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/09/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 04/14/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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