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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Alan Gamso is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Timothy has been in the industry since 1982. Timothy is registered with the state of Texas as a Registered Representative and Investment Advisor Representative. Timothy has experience in providing financial advisory services to a wide range of clients, including individuals, businesses, corporations, and pension and profit-sharing plans. Timothy is also a committee member of the Momentous Institute, a non-profit organization in Dallas, Texas.
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
TX
10/10/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DALLAS TX)
TX
08/16/2010 - 11/03/2014
RBC CAPITAL MARKETS, LLC (DALLAS TX)
TX
01/03/2007 - 08/16/2010
MORGAN KEEGAN & COMPANY, INC. (DALLAS TX)
TX
05/03/2004 - 01/03/2007
PRESIDIO CAPITAL ADVISORS, LLC (DALLAS TX)
NY
05/27/1997 - 03/17/2004
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
04/08/1992 - 06/04/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
11/05/1984 - 04/11/1992
CS FIRST BOSTON CORPORATION (NEW YORK NY)
NA
04/29/1982 - 08/31/1984
BECKER PARIBAS INCORPORATED
IA
Issued 07/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/28/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1985
Series 5 - Interest Rate Options Examination
BC
Issued 10/19/1982
Series 3 - National Commodity Futures Examination
BC
Issued 04/17/1982
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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