Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Reidy is a financial advisor at Raymond James & Associates, Inc. Timothy has been in the financial services industry since November 14, 2000. Timothy previously worked at FIFTH THIRD SECURITIES, INC., THE HUNTINGTON INVESTMENT COMPANY, PNC CAPITAL MARKETS LLC, NATCITY INVESTMENTS, INC., and SALOMON SMITH BARNEY INC. Timothy is registered with FINRA and is licensed in Ohio. Timothy specializes in Portfolio Management for Individuals and Businesses, Financial Planning and Pension Consulting.
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
OH
09/23/2022 - Present
Raymond James & Associates, Inc. (Westlake OH)
OH
02/26/2016 - 08/12/2022
FIFTH THIRD SECURITIES, INC. (CLEVELAND OH)
OH
06/11/2010 - 02/22/2016
THE HUNTINGTON INVESTMENT COMPANY (CLEVELAND OH)
OH
11/13/2009 - 05/18/2010
PNC CAPITAL MARKETS LLC (CLEVELAND OH)
OH
10/04/2002 - 11/13/2009
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NY
09/08/2000 - 10/04/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 10/09/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/24/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 07/12/2023
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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