Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Holdsworth is a financial advisor with Equitable Advisors, LLC, based in Broadview Heights, OH. Timothy has been in the financial services industry since 1987 and has extensive experience in providing investment advice and financial planning services. Timothy is registered to offer securities and investment advisory services in multiple states, including California, Colorado, Florida, Georgia, Illinois, Indiana, Michigan, Nevada, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Utah, Virginia, and West Virginia. In addition to his role at Equitable Advisors, LLC, Timothy also has experience in real estate and holds leadership positions in various organizations.
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.
1
2
OH
03/15/2021 - Present
Equitable Advisors, LLC (BROADVIEW HEIGHTS OH)
OH
12/24/1987 - 11/21/2008
SIGNATOR INVESTORS, INC. (BROADVIEW HTS OH)
MA
12/24/1987 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 01/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Holdsworth is the right advisor for you? Invested Better is here to help.
