Unclaimed
Timothy Vanbenthuysen is a financial advisor with over 10 years of experience in the industry. Timothy is currently registered with Raymond James & Associates, Inc. and has been with the firm since April 2023. Prior to joining Raymond James, Timothy worked for FIFTH THIRD SECURITIES, INC. in Atlanta, GA from 2018 to 2023. Timothy specializes in providing financial advice to individuals, corporations, and pension plans. Timothy holds Series 62, 63, 79, and SIE licenses.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
04/26/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
GA
03/05/2018 - 03/27/2023
FIFTH THIRD SECURITIES, INC. (ATLANTA GA)
GA
05/09/2012 - 02/22/2018
BRIDGE CAPITAL ASSOCIATES, INC. (Alpharetta GA)
BC
Issued 02/03/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 05/08/2012
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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