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Timothy Mark Witt

Peachtree P.C. Investors, LLC

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About Timothy Mark Witt

Timothy Mark Witt is a financial advisor with over 25 years of experience in the industry. He has a broad range of experience, having worked for a number of firms, including Ameriprise Advisor Services, Inc., Oak Street Securities, Inc., Concorde Investment Services, LLC, and DAI Securities, LLC. Timothy is currently registered with Peachtree P.C. Investors, LLC.

Firm Information

Timothy Witt is currently registered with Peachtree P.C. Investors, LLC. Peachtree P.C. Investors, LLC is a Limited Liability Company formed in February 2019 and registered in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Timothy Witt’s Registration & Firm History

GA

08/18/2022 - Present

Peachtree P.C. Investors, LLC (Atlanta GA)

GA

09/02/2021 - 08/15/2022

DAI SECURITIES, LLC (ATLANTA GA)

MI

09/05/2014 - 09/02/2021

CONCORDE INVESTMENT SERVICES, LLC (ANN ARBOR MI)

MN

05/10/2010 - 08/16/2012

OAK STREET SECURITIES, INC. (FOREST LAKE MN)

MI

09/21/1995 - 07/06/2009

AMERIPRISE ADVISOR SERVICES, INC. (DETROIT MI)

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Licenses & Designations

IA

Issued 02/14/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/04/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/31/2005

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 10/15/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 09/21/2004

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 07/05/1996

Series 16 - NYSE Supervisory Analyst Examination

BC

Issued 09/20/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Mark Witt.
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