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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 Costello has been a registered investment advisor since 1992 and has worked with UBS Financial Services Inc. since November 2017. Timothy has been involved in the financial industry for over 30 years and has a deep understanding of the markets and investment strategies. Timothy is a highly experienced advisor and has a proven track record of success in helping his clients reach their financial goals. Timothy is committed to providing his clients with personalized service and tailored investment advice. Timothy specializes in working with high-net-worth individuals, corporations, and other businesses. Timothy offers a wide range of financial services including investment management, financial planning, and retirement planning.
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.
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.
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.
See schedule d - miscellaneous
1
2
NJ
11/03/2017 - Present
UBS Financial Services Inc. (PARAMUS NJ)
NJ
07/10/2009 - 11/08/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MONTVALE NJ)
NJ
06/01/2009 - 07/15/2009
MORGAN STANLEY SMITH BARNEY (PARAMUS NJ)
NJ
02/22/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PARAMUS NJ)
NY
12/23/1992 - 02/25/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 7/6/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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