Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Schultz is a financial advisor in Tampa, Florida. Timothy has over 20 years of experience in the financial services industry. He is a registered representative and investment advisor representative. Timothy is affiliated with J. W. Cole Advisors, Inc. He also owns Black & White Ventures LLC, a photography business. Timothy has a wide range of experience, including portfolio management for individuals and businesses. He is a Series 7, 9, 24, 52, 53, and 63 licensed individual with experience in municipal securities. Timothy is dedicated to providing his clients with personalized financial advice and services to help them achieve their financial goals.
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.
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.
Hourly & fixed rate consulting
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.
1
2
FL
07/25/2014 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
IL
01/19/1999 - 06/25/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (MANTENO IL)
IA
Issued 08/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/21/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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