Unclaimed
Timothy Callahan is a financial advisor with over 5 years of experience in the financial services industry. Timothy is a registered representative with National Financial Services LLC. Timothy is also registered with Fidelity Brokerage Services LLC and Fidelity Distributors Co. LLC. Timothy holds the Series 7, Series 24, and SIE licenses. Timothy's professional experience includes working with clients in Smithfield, Rhode Island.
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
RI
04/11/2024 - Present
National Financial Services LLC (SMITHFIELD RI)
RI
06/22/2018 - 02/14/2022
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 11/09/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2018
Series 7 - General Securities 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
M
MEMX LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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