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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 Healy is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Timothy has over 38 years of experience in the financial services industry. Timothy is registered with FINRA as a General Securities Representative (Series 7) and a Uniform Securities Agent State Law Examination (Series 63). Timothy is also registered as an Investment Advisor Representative (Series 65) with the state of California. Timothy's previous firms include Morgan Stanley and Citigroup Global Markets Inc. Timothy specializes in providing financial planning, investment management, and portfolio management services to individuals, corporations, and institutions.
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.
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CA
08/12/2022 - Present
Wells Fargo Advisors Financial Network, LLC (LONG BEACH CA)
CA
06/01/2009 - 08/18/2022
MORGAN STANLEY (Rolling Hills Estates CA)
CA
11/24/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ROLLING HILLS CA)
NY
01/08/1998 - 11/29/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
08/21/1984 - 12/23/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/13/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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