Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Henderson is a financial advisor with Morgan Stanley and has been in the industry since 2002. Timothy holds the Series 7, Series 31 and Series 66 securities licenses. Timothy has experience with J.P. MORGAN SECURITIES LLC, UBS FINANCIAL SERVICES INC., and Goldman Sachs. Timothy is registered to provide investment advice in 53 states and the District of Columbia. Timothy has a diverse clientele consisting of individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, insurance companies, investment companies, charitable organizations, and state or municipal government entities.
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
WA
05/14/2018 - Present
Morgan Stanley (Seattle WA)
WA
02/28/2011 - 05/01/2018
J.P. MORGAN SECURITIES LLC (SEATTLE WA)
WA
04/24/2008 - 11/01/2010
UBS FINANCIAL SERVICES INC. (BELLEVUE WA)
NY
06/08/2001 - 12/06/2007
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 05/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 06/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Timothy Henderson is the right advisor for you? Invested Better is here to help.
