Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy William Doozan is a financial advisor registered with Keel Point, LLC. Timothy has been in the financial industry since 2009, and has a broad experience in serving clients in areas such as: portfolio management for individuals, businesses, and pooled investment vehicles, financial planning and selection of other advisers. Timothy is a Certified Financial Planner. He is also licensed to provide investment advisory services in Florida and Virginia. Timothy’s previous experience includes working with Northwestern Mutual Investment Services, LLC.
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.
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.
Consulting service to third-party ria
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.
1
2
SC
09/07/2016 - Present
Keel Point, LLC (Lyman SC)
VA
02/18/2009 - 09/06/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PURCELLVILLE VA)
BC
Issued 02/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/17/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Doozan is the right advisor for you? Invested Better is here to help.
