Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy B. Mazzanti is a financial advisor with J.P. Morgan Securities LLC. Timothy has been working in the financial services industry since 2007 and has been registered with the state of Texas since 2020. Prior to joining J.P. Morgan Securities LLC, Timothy worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, USAA Financial Advisors, Inc., USAA Investment Management Company, and AllianceBernstein Investments, Inc. Timothy holds FINRA Series 6, 7, 24, 52, 53, 63 and 65 licenses. Timothy has been a financial advisor for over 15 years and has experience working with high net worth individuals, corporations, and pension plans. Timothy is committed to providing clients with personalized financial advice and investment solutions that meet their specific needs.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
03/05/2020 - Present
J.p. Morgan Securities LLC (San Antonio TX)
TX
02/28/2017 - 11/29/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
TX
10/05/2007 - 03/17/2017
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
10/05/2007 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
02/19/2007 - 10/03/2007
ALLIANCEBERNSTEIN INVESTMENTS, INC. (SAN ANTONIO TX)
IA
Issued 08/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/19/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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