Timothy GoldmanCRD 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 8 years of experience in the finance industry.
Davinci Financial Designs
Allison Investment Management, LLC
Cetera Advisor Networks LLC
|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|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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