Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Norton is a financial advisor with over 40 years of experience in the industry. Timothy is currently registered with McDonald Partners LLC and is active in both broker-dealer and investment advisor roles. Timothy has a wide range of experience in the financial services industry, with prior employment at Wachovia Securities Financial Network, LLC, Captrust Financial Advisors, LLC, McDonald Investments Inc., Kemper Securities Group, Inc., Prescott, Ball & Turben, Inc., and CG Equity Sales Company. Timothy is also a licensed insurance agent who sells variable annuity, life and health insurance with various insurance companies and receives standard commissions. Timothy is a highly experienced and knowledgeable financial advisor who can help clients with a variety of needs.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
08/18/2020 - Present
McDonald Partners LLC (CLEVELAND OH)
MI
06/15/2002 - 06/16/2006
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ANN ARBOR MI)
NC
09/29/2000 - 06/15/2002
CAPTRUST FINANCIAL ADVISORS, LLC (CHARLOTTE NC)
OH
04/16/1992 - 10/18/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MO
09/04/1990 - 05/15/1992
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
07/07/1982 - 09/04/1990
PRESCOTT, BALL & TURBEN, INC.
NA
03/29/1981 - 05/28/1982
CG EQUITY SALES COMPANY
IA
Issued 02/16/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/30/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
BC
Issued 02/19/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/27/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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