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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 Scott Sattley is a financial advisor with Morgan Stanley. Timothy has been working in the financial industry since 2001. Timothy is licensed to provide investment advice in Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Illinois, Indiana, Maryland, Michigan, New York, North Carolina, South Carolina, Texas, and Wisconsin. Timothy is also registered with the Securities and Exchange Commission as an Investment Advisor Representative. Timothy has been a financial advisor at Morgan Stanley since 2010. Before joining Morgan Stanley, Timothy was a financial advisor at CHASE INVESTMENT SERVICES CORP and PFS INVESTMENTS INC. Timothy holds the following securities licenses: Series 6, Series 7, Series 31, Series 63, and Series 66.
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
IL
04/23/2020 - Present
Morgan Stanley (Barrington IL)
IL
09/28/2005 - 11/16/2010
CHASE INVESTMENT SERVICES CORP. (ARLINGTON HEIGHTS IL)
GA
08/20/2001 - 12/31/2002
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 10/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 09/27/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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