Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy McKee is a registered investment advisor representative with Stratos Wealth Partners, Ltd. in Parma, Ohio. Timothy has a Personal Financial Specialist designation and is registered to offer investment advisory services in Ohio and Pennsylvania. Timothy is also involved in other businesses such as Wayne Smith Tax Services, Timothy P. McKee, CPA, Financial Wellness Partners, LLC DBA for RIA, and Timothy P. McKee, CPA/PFS, LLC. Timothy has a significant amount of experience in the financial industry, having started with S&T Bank in 1993. Timothy works with a wide range of clients including high-net-worth individuals, corporations, individuals, and charitable organizations. Stratos Wealth Partners, Ltd. is a large firm with over 300 employees and over $12 Billion in assets under management. The firm provides a range of services including financial planning, investment management, and retirement planning. Timothy is a valuable asset to Stratos Wealth Partners, Ltd. and brings a wealth of experience and expertise to his clients.
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.
Percentage of assets under management with third party managers
1
2
OH
03/01/2023 - Present
Stratos Wealth Partners, Ltd. (Parma OH)
Active
Inactive
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