Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Novatnack is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Danville, PA. Timothy has been in the financial services industry since 1986. Timothy is registered as a broker-dealer (BC) in Pennsylvania and Texas. He is also registered as an investment advisor representative (IA) in Pennsylvania and Texas. Timothy offers a wide range of financial services to individuals, businesses, and institutions, including financial planning, portfolio management, and retirement planning.
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
PA
10/13/2020 - Present
Raymond James Financial Services Advisors, Inc. (DANVILLE PA)
PA
05/10/2000 - 06/05/2008
PRIMEVEST FINANCIAL SERVICES, INC. (DANVILLE PA)
MN
04/24/2000 - 05/10/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
MN
06/15/1999 - 04/24/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
NJ
08/18/1986 - 06/29/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 02/08/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/15/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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