Tim Holsworth's Location
City, MI, US
Tim Holsworth's Work
- President @ SG Financial Services
- branch manager @ Raymond James
Tim Holsworth's Education
- Bryn Mawr College
CFP, CLU, ChFC (Financial Planning)
Tim Holsworth's Skills
- Retirement Planning
- Strategic Financial Planning
- Portfolio Management
- Financial Advisory
- Retirement
- Mutual Funds
- Series 7
- Securities
- Series 65
- Finance
Tim Holsworth's Summary
Tim Holsworth, based in Bay City, MI, US, is currently a President at AHP Financial Services, Inc., bringing experience from previous roles at Raymond James Financial Services. Tim Holsworth holds a CFP, CLU, ChFC in Financial Planning @ Bryn Mawr College. With a robust skill set that includes Retirement Planning, Strategic Financial Planning, Portfolio Management, Financial Advisory, Retirement and more, Tim Holsworth contributes valuable insights to the industry. Tim Holsworth has 3 emails and 1 mobile phone number on RocketReach.
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