Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy O'Leary is an investment advisor representative with Manning & Napier Advisors, LLC, based in Fairport, NY. Timothy has been in the industry since 1998. He holds the Series 6, Series 7, Series 63, and Series 65 licenses. He specializes in providing financial planning, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles, and educational seminars. Timothy has previously worked at SEI Investments Distribution Co., Raymond James Financial Services, Inc., and Nuveen Securities, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Mna may negotiate the fee for customized portfolios and services
1
2
PA
12/05/2023 - Present
Manning & Napier Advisors, LLC (West Chester PA)
PA
03/30/2022 - 11/28/2023
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
DE
02/04/2021 - 02/22/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (WILMINGTON DE)
IL
04/25/2012 - 08/07/2020
NUVEEN SECURITIES, LLC (CHICAGO IL)
MD
10/17/1997 - 04/10/2012
CALVERT INVESTMENT DISTRIBUTORS, INC. (BETHESDA MD)
IA
Issued 08/14/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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