Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Weber is a Registered Investment Advisor (IA) who is actively registered in Texas. Timothy has been in the industry since 1988 and has a wide range of experience in the financial services industry. He has held positions at several firms, including Goldman, Sachs & Co., Forum Financial Services, Inc., and Corient. Timothy has passed several industry exams, including the Series 7, Series 3, Series 63, and Series 65. At Corient, Timothy focuses on providing financial planning, portfolio management, and investment advisory services for individuals, businesses, and pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
TX
11/19/2022 - Present
Corient (DALLAS TX)
NY
08/17/1992 - 10/28/2011
GOLDMAN, SACHS & CO. (NEW YORK NY)
ME
01/01/1988 - 12/03/1992
FORUM FINANCIAL SERVICES, INC. (PORTLAND ME)
IA
Issued 04/29/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/1992
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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