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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Brian Twitchell is a financial advisor with over 20 years of experience in the financial services industry. Timothy currently works for Merrill Lynch, Pierce, Fenner & Smith Inc., and has been with the firm since June 2007. He is registered as a broker-dealer and investment advisor in multiple states. Timothy has specialized experience in providing financial advice to individuals, businesses, corporations, pension and profit-sharing plans, insurance companies, charitable organizations, and state or municipal government entities. Timothy is dedicated to helping clients reach their financial goals through a personalized approach to wealth management.
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
DC
12/21/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WASHINGTON DC)
DC
03/04/1998 - 07/10/2007
A. G. EDWARDS & SONS, INC. (WASHINGTON DC)
MN
01/20/1998 - 02/13/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/20/1998 - 02/13/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
06/06/1997 - 06/24/1997
H.J. MEYERS & CO., INC. (ROCHESTER NY)
IA
Issued 07/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1997
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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