Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Martin is a financial advisor in Cleveland, Ohio, with over 20 years of experience in the industry. Timothy currently works with World Investment Advisors, LLC and specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. Timothy is registered to offer advisory services in Arizona, Colorado, Florida, Georgia, Illinois, Kansas, Maine, Massachusetts, Minnesota, New Hampshire, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, and Wisconsin. Timothy is also a registered representative of World Investment Advisors, LLC in Ohio and Texas. Timothy is dedicated to providing comprehensive and personalized financial advice to help individuals and families achieve their financial goals.
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.
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2
OH
06/28/2024 - Present
World Investment Advisors, LLC (CLEVELAND OH)
OH
02/08/2021 - 06/28/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Cleveland OH)
OH
06/23/2008 - 02/03/2021
MML INVESTORS SERVICES, LLC (CLEVELAND OH)
OH
11/29/2005 - 06/30/2008
TRANSAMERICA FINANCIAL ADVISORS, INC. (BRECKSVILLE OH)
NY
05/23/2002 - 11/18/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
BC
Issued 08/06/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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