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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 Vediz is a financial advisor with Morgan Stanley, based in Kirkland, WA. Timothy has over 10 years of experience in the financial services industry. Timothy holds FINRA Series 6, 7, 63, 65, 86, and 87 licenses. Timothy also holds the Chartered Financial Analyst designation. Timothy is registered to provide investment advice in 32 states, including Texas and Washington.
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
WA
09/01/2021 - Present
Morgan Stanley (Kirkland WA)
WA
08/17/2017 - 09/02/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELLEVUE WA)
WA
11/04/2014 - 07/28/2017
D.A. DAVIDSON & CO. (SEATTLE WA)
WA
01/24/2007 - 09/18/2007
OPPENHEIMER & CO. INC. (BELLEVUE WA)
IL
08/02/2000 - 05/01/2003
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
IA
Issued 08/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2015
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 11/14/2014
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/04/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/01/2000
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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