Unclaimed
Gregory Timeranko is an investment advisor representative at Snowden Capital Advisors LLC. Gregory has been in the industry since 2014 and is licensed to provide advisory services in 36 states. Gregory's career experience includes roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., Wilmington Trust, Snowden Lane Partners, and Wells Fargo Private Bank.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
05/08/2024 - Present
Snowden Capital Advisors LLC (NEW YORK NY)
DE
06/11/2020 - 06/09/2021
M&T SECURITIES, INC. (Wilmington DE)
DE
10/16/2014 - 10/24/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILMINGTON DE)
BC
Issued 07/27/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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