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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 Hines is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Timothy is a licensed financial advisor in the states of Illinois, Texas, and California. Timothy has been in the industry since June 9th, 1993. Timothy holds several securities licenses, including Series 7, Series 31, and Series 63, and he is also a registered Investment Advisor in Illinois. Timothy provides a variety of financial advisory services, including portfolio management for individuals and businesses, as well as pension consulting and educational seminars. Timothy is a member of the University of Iowa Endowment Center for Advancement.
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
IL
11/27/2001 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BLOOMINGTON IL)
IA
Issued 8/17/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/20/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 6/9/1993
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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