Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Solt is a financial advisor who has been in the industry for over 23 years. Timothy is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since March 2023. Before joining Raymond James, Timothy worked for Avantax Investment Services, Inc. from October 2019 until March 2023. Timothy is registered in Florida, Maine, Michigan, Ohio and South Carolina, and is licensed to provide both investment advisory and broker-dealer services. Timothy's previous experience includes work with 1ST GLOBAL CAPITAL CORP and Wilson Shannon & Snow, Inc.
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
OH
03/23/2023 - Present
Raymond James Financial Services Advisors, Inc. (New Albany OH)
OH
10/25/2019 - 03/30/2023
AVANTAX INVESTMENT SERVICES, INC. (Pataskala OH)
OH
10/09/2000 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (NEWARK OH)
BOTH
Issued 01/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Solt is the right advisor for you? Invested Better is here to help.
