Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annamaria? Claim Your ProfileAnnamaria Timofte is a financial professional with over 20 years of experience in the financial services industry. Annamaria currently works at Bofa Securities, Inc. Prior to her current role, Annamaria held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Goldman, Sachs & Co., Goldman Sachs Execution & Clearing, L.P. and Spear, Leeds & Kellogg Specialists LLC. Annamaria is a Series 3, 7, 9, 10, 55, 57TO and 63 licensed professional.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NY
05/10/2019 - Present
Bofa Securities, Inc. (NEW YORK NY)
NY
11/19/2014 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/21/2012 - 11/11/2014
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
07/01/2002 - 07/20/2012
GOLDMAN SACHS EXECUTION & CLEARING, L.P. (NEW YORK NY)
NY
07/11/2002 - 04/01/2008
SPEAR, LEEDS & KELLOGG SPECIALISTS LLC (NEW YORK NY)
NY
09/12/2000 - 07/02/2002
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 09/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/20/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2005
Series 3 - National Commodity Futures Examination
BC
Issued 10/09/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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