Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tim? Claim Your ProfileTim Ridley is a financial advisor with over 27 years of experience in the industry. Tim is registered with Wells Fargo Clearing Services, LLC and has held previous positions at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Tim provides financial planning, investment management, and selection of other advisors. Tim is licensed in Alabama, Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Michigan, Nevada, New Jersey, Ohio, Oklahoma, South Carolina, Tennessee, Texas, and Washington.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OK
04/28/2012 - Present
Wells Fargo Clearing Services, LLC (EDMOND OK)
OK
06/01/2009 - 05/08/2012
MORGAN STANLEY SMITH BARNEY (OKLAHOMA CITY OK)
OK
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (OKLAHOMA CITY OK)
OK
03/19/2004 - 04/02/2007
MORGAN STANLEY DW INC. (OKLAHOMA CITY OK)
NJ
05/19/2000 - 04/13/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
06/09/1995 - 05/25/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/05/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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