Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Robert Stratz is a financial advisor with over 20 years of experience in the financial services industry. Timothy is currently registered with Cambridge Investment Research Advisors, Inc. in California. Timothy is also a registered investment advisor representative with the firm and holds the Series 66, Series 7, and SIE licenses. Timothy has a diverse background, having previously worked with Lincoln Financial Securities Corporation and Raymond James Financial Services, Inc. Timothy is committed to providing his clients with personalized financial advice and helping them 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
04/03/2018 - Present
Cambridge Investment Research Advisors, Inc. (Pasadena CA)
CA
09/05/2002 - 04/12/2018
LINCOLN FINANCIAL SECURITIES CORPORATION (PASADENA CA)
FL
10/31/2001 - 09/10/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 11/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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