Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Hogan is a financial advisor with over 30 years of experience in the industry. Timothy is currently registered with Raymond James Financial Services Advisors, Inc., where Timothy specializes in providing financial planning, investment management, and retirement planning services. Timothy holds a Certified Financial Planner designation, and Timothy is also registered with the Financial Industry Regulatory Authority (FINRA) and several state securities regulators.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MO
10/22/2020 - Present
Raymond James Financial Services Advisors, Inc. (Saint Louis MO)
MO
02/13/2013 - 10/21/2020
RAYMOND JAMES & ASSOCIATES, INC. (ST LOUIS MO)
IL
08/07/2009 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (SWANSEA IL)
IL
11/24/2004 - 08/10/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GLEN CARBON IL)
MO
07/28/1998 - 11/30/2004
EDWARD JONES (ST. LOUIS MO)
TX
03/15/1994 - 06/29/1998
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BOTH
Issued 01/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/14/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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