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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Richard Young is a financial advisor with over 29 years of experience. Timothy is currently registered with Morgan Stanley in Chesterfield, MO. Timothy has been with Morgan Stanley since June 2009. Prior to that, Timothy worked at CITIGROUP GLOBAL MARKETS INC. in Chesterfield, MO. Timothy has also worked at LEHMAN BROTHERS INC. in New York, NY. Timothy holds licenses for the following securities exams: Series 63, Series 65, Series 7, Series 31 and the SIE. Timothy also has registrations in 36 states including Missouri, Texas, California, Florida, New York, Illinois, and Pennsylvania. Timothy specializes in a wide range of investment services including portfolio management for individuals, businesses, and investment companies. Timothy is also a financial planner and offers educational seminars.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MO
04/02/2020 - Present
Morgan Stanley (Chesterfield MO)
MO
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHESTERFIELD MO)
NY
04/08/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/13/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/06/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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