Unclaimed
Timothy Nims is a financial advisor with Eaton Vance Management, a well-established firm with a strong reputation in the financial services industry. Timothy has been in the financial industry since 2002, bringing over two decades of experience to his role. He holds several licenses and certifications, including Series 7, Series 63, Series 66, and SIE, demonstrating his commitment to professional development and his expertise in the field. Timothy has worked for notable firms such as Morgan Stanley, Citigroup Global Markets Inc., and Eaton Vance, gaining valuable experience and insights across different financial institutions. Timothy's expertise extends to portfolio management for individuals, businesses, investment companies, 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.
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.
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.
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.
Percentage of portfolio income
1
2
NY
06/21/2022 - Present
Eaton Vance Management (New York NY)
NY
07/26/2021 - 06/02/2022
MORGAN STANLEY DISTRIBUTION, INC. (New York NY)
NY
06/01/2009 - 07/26/2021
MORGAN STANLEY (NEW YORK NY)
NY
05/20/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 09/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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