Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Andrews is a financial professional with over 20 years of experience in the industry. Timothy has held positions with several prominent firms, including Wells Fargo Securities, LLC, MML Investors Services, LLC, MSI Financial Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Currently, Timothy is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and provides a range of financial services to individuals, businesses, and institutional clients.
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
NY
04/18/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NC
10/09/2018 - 10/24/2022
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
NC
03/25/2017 - 10/11/2018
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
09/03/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NY
11/01/2010 - 08/24/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/29/2009 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
GA
10/23/2009 - 10/29/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
NC
09/17/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
12/06/2006 - 09/17/2007
BANC OF AMERICA SECURITIES LLC (CHARLOTTE NC)
NC
12/10/2003 - 12/06/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MN
08/23/2002 - 09/22/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/23/2002 - 09/22/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 06/05/2006
Series 4 - Registered Options Principal Examination
BC
Issued 03/29/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2002
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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