Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy O'Hara is a registered representative and investment advisor with Rockefeller Financial LLC. Timothy has been in the industry since 1996 and has held registrations in 53 states, as well as in Georgia and New York. Timothy is a Series 7, 24, 63, and 99TO licensed individual, with a strong track record of providing financial planning and investment management services for individuals, high-net-worth clients, corporations, and institutional clients, including charities and pension plans. Timothy has a strong understanding of the financial markets and a deep commitment to providing his clients with the best possible service.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
06/06/2021 - Present
Rockefeller Financial LLC (NEW YORK NY)
NY
01/16/1996 - 12/31/2018
MERCER ALLIED COMPANY, L.P. (SARATOGA SPRINGS NY)
BC
Issued 09/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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