Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Alexander Minafo is a financial advisor with over 18 years of experience in the financial services industry. Timothy has been registered with Wells Fargo Clearing Services, LLC since 2007 and holds a Series 66, Series 7 and SIE license. Previously, Timothy worked for Chase Investment Services Corp., J. B. Hanauer & Co., and RBC Dain Rauscher Inc. Timothy is also licensed in several states including Colorado, Florida, Georgia, New Jersey, New York and North Carolina. Timothy specializes in financial planning, portfolio management, and investment consulting services to institutional clients. Timothy is also active in the community and is a 100% owner of the Tinton Falls Diamondbacks, a youth baseball team.
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
NJ
04/03/2007 - Present
Wells Fargo Clearing Services, LLC (OAKHURST NJ)
NJ
08/30/2005 - 09/07/2006
CHASE INVESTMENT SERVICES CORP. (RED BANK NJ)
NJ
09/07/2004 - 04/04/2005
J. B. HANAUER & CO. (PARSIPPANY NJ)
NY
11/17/2003 - 09/09/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
BOTH
Issued 01/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2003
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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