Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Katusha is a registered investment advisor representative with Macquarie Investment Management Business Trust. Timothy has been in the industry since June 22, 1993. Timothy is licensed in New York and Pennsylvania. Timothy holds Series 7, Series 63, Series 65, and SIE licenses. Timothy has a wide range of experience working with clients in the areas of insurance companies, investment companies, endowments and foundations, pension and profit-sharing plans, corporations or other businesses, high-net-worth individuals, state or municipal government entities, and pooled investment vehicles. Prior to joining Macquarie Investment Management Business Trust, Timothy was employed by Delaware Investments.
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.
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.
Structured product/securitization advice/transition management
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.
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.
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2
PA
04/20/2020 - Present
MacQuarie Investment Management Business Trust (PHILADELPHIA PA)
CA
12/01/2005 - 08/08/2011
LEGG MASON INVESTOR SERVICES, LLC (SAN MATEO CA)
NY
10/07/2004 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
TX
12/17/2001 - 10/28/2004
COLBY & WHITE, LP (BEDFORD TX)
NY
08/21/1996 - 01/18/2000
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
TX
01/03/1995 - 11/06/1995
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
CA
12/03/1993 - 01/03/1995
VANGUARD CAPITAL (DEL MAR CA)
TX
09/30/1992 - 12/06/1993
ADDISON SECURITIES, INC. (DALLAS TX)
FL
12/03/1991 - 07/20/1992
CHEEVERS, HAND & ANGELINE, INC. (WEST PALM BEACH FL)
NA
03/29/1989 - 11/26/1990
COOPER-DAHER SECURITIES, INC.
NV
09/27/1989 - 10/19/1989
PACIFIC ASSET GROUP, INC. (RENO NV)
NA
11/23/1988 - 01/17/1989
DILLON SECURITIES, INC.
IA
Issued 12/29/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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