Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Porter is a financial advisor with over 12 years of experience in the industry. Timothy is currently registered with Raymond James Financial Services Advisors, Inc. and has held previous positions at Westminster Financial Securities, Inc. and Wells Fargo Advisors Financial Network, LLC. Timothy is a Series 7 and Series 63 licensed professional, as well as a Series 65 licensed investment advisor representative. Timothy has a strong background in financial planning, portfolio management, and investment advisory services. Timothy specializes in providing financial advice to a wide range of clients, including individuals, families, businesses, and retirement plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
10/27/2022 - Present
Raymond James Financial Services Advisors, Inc. (HUDSON OH)
GA
05/16/2012 - 04/27/2015
WESTMINSTER FINANCIAL SECURITIES, INC. (CARROLLTON GA)
OH
09/03/2010 - 05/16/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HUDSON OH)
IA
Issued 10/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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