Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Mathew Recker is a financial advisor with over 30 years of experience. Timothy has been with Raymond James & Associates, Inc. since 2005. Timothy is registered with FINRA and the state of Ohio. Timothy offers a range of financial services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Please see note in schedule d - miscellaneous
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.
1
2
OH
11/22/2005 - Present
Raymond James & Associates, Inc. (Blue Ash OH)
CT
02/09/2001 - 12/08/2005
ADVEST, INC. (HARTFORD CT)
NJ
08/14/2000 - 02/27/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/03/1996 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
MD
05/19/1993 - 05/03/1996
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 07/01/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Timothy Recker is the right advisor for you? Invested Better is here to help.
