Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tim? Claim Your ProfileTim Steinhilber is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Tim has been in the financial industry since December 20, 2007. Tim has a Series 66, Series 7, and SIE license and specializes in areas like Mutual Funds, Variable Annuities, Fixed Annuities, Insurance, and Pension Planning. Tim has worked with both individuals and businesses in the past and has worked with firms like Citi Private Alternatives, LLC and CITIGROUP GLOBAL MARKETS INC..
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
08/22/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PASADENA CA)
CA
03/31/2017 - 04/29/2024
CITI PRIVATE ALTERNATIVES, LLC (San Francisco CA)
CA
08/29/2007 - 04/29/2024
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
BOTH
Issued 4/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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