Unclaimed
Timothy Patrick Brand is a registered Investment Advisor Representative with Fisher Investments. Timothy has been in the industry since 1995. Timothy is registered with the state of Florida and Texas. Timothy is also a registered Principal with Fisher Investments. Timothy has a Series 6, 7, 24, 63 and 65 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.
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.
Portfolio assessment
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.
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2
FL
07/26/2023 - Present
Fisher Investments (Tampa FL)
FL
09/04/2014 - 07/03/2019
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
FL
09/03/1999 - 09/16/2013
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
FL
11/10/2009 - 08/07/2012
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (ST. PETERSBURG FL)
FL
04/21/1999 - 07/14/1999
PUBLIC EMPLOYEES EQUITIES SERVICES COMPANY (PALM BEACH GARDENS FL)
TX
04/21/1999 - 07/14/1999
VALIC INVESTMENT SERVICES COMPANY (HOUSTON TX)
CA
11/20/1995 - 04/19/1999
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
IA
Issued 01/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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