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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 Stephen Rogowski is a financial advisor with over 39 years of experience in the industry. He is currently registered with Stifel Independent Advisors, LLC and is licensed to provide financial advice in a number of states. Timothy has previously worked with Raymond James Financial Services, Inc., Fahnestock & Co. Inc., First of Michigan Corporation and Roney & Co.. His professional experience includes providing financial consulting, portfolio management for businesses and individuals, financial planning, pension consulting and selection of other advisors. Timothy holds a number of professional licenses and designations, including the Series 63, 65, 7, 8, 9, 10 and SIE examinations.
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.
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2
MI
03/29/2017 - Present
Stifel Independent Advisors, LLC (PORTAGE MI)
MI
07/25/2003 - 12/11/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (KALAMAZOO MI)
NY
01/01/1999 - 07/25/2003
FAHNESTOCK & CO. INC. (NEW YORK NY)
MI
10/12/1990 - 01/01/1999
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
MI
03/24/1983 - 10/31/1990
RONEY & CO. (DETROIT MI)
IA
Issued 07/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/18/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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