Unclaimed
Timothy William Gibson is a financial advisor at Raymond James & Associates, Inc., located in West Hartford, CT. Timothy has been in the financial services industry since 1997 and has a broad range of experience in providing financial advice to a diverse clientele. Timothy holds several licenses and certifications, including Series 6, 7, 63, and 65. He is also a registered representative in multiple states. Timothy is committed to providing personalized financial planning, investment management, and other services to help individuals and families achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
CT
07/26/2018 - Present
Raymond James & Associates, Inc. (West Hartford CT)
CT
01/01/2008 - 07/30/2018
WELLS FARGO CLEARING SERVICES, LLC (WEST HARTFORD CT)
CT
05/18/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FARMINGTON CT)
CT
04/24/1996 - 11/25/1996
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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