Unclaimed
Timothy Meagher is a financial advisor with Roosevelt & Cross, Inc. in New York City. He is a registered representative in 52 states, the District of Columbia, and Puerto Rico. Timothy is a Series 53 Principal, Series 52 Municipal Securities Representative, and has passed the Series 63 and SIE Exams. He has been in the industry since 2006.
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.
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.
1
2
NY
04/18/2006 - Present
Roosevelt & Cross, Inc. (NEW YORK NY)
BC
Issued 04/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2006
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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