Timothy Goldman, financial advisor Columbia SC
93 score

Timothy Goldman

CRD Number: 5437975
Current Firm: Msi Financial Services, Inc.

Timothy Goldman (CRD# 5437975) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Columbia, SC and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities Inc. Columbia, SC Jan 2011 - Current 5
Unemployed Columbia, SC Sep 2010 - Dec 2010 < 1
Wachovia Bank, N.a. Columbia, SC Oct 2007 - Aug 2010 2
Wachovia Securities, LLC Columbia, SC Oct 2007 - Aug 2010 2
Anytime Fitness Columbia, SC Oct 2006 - Oct 2007 1
Sprint Columbia, SC Jun 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S65 NASAA Investment Advisors Law Examination Mar 2008
Contact Info for Timothy B. Goldman
Phone Number: 800-638-8378
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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