Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Derrick Shea is a financial advisor at Janney Montgomery Scott LLC. Timothy has been in the financial services industry since 1991 and has a diverse background in financial services. Timothy holds FINRA Series 7, 24, and 63 licenses. Timothy is registered to provide investment advice in 38 states.
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.
Fee plus commission
1
2
FL
03/15/2017 - Present
Janney Montgomery Scott LLC (PALM BEACH GARDENS FL)
FL
01/06/2009 - 03/06/2017
ATLAS ONE FINANCIAL GROUP, LLC (PALM BEACH GARDENS FL)
FL
09/18/2006 - 01/02/2009
NEWBRIDGE SECURITIES CORPORATION (FT. LAUDERDALE FL)
FL
08/07/2001 - 09/19/2006
JVB FINANCIAL GROUP, LLC (BOCA RATON FL)
MO
05/02/2000 - 09/10/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
11/11/1997 - 05/25/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IL
06/09/1993 - 12/31/1994
ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)
NA
05/04/1992 - 04/16/1993
MASTERSON MORELAND SAUER WHISMAN, INC.
FL
10/17/1989 - 03/30/1992
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
NA
04/19/1988 - 04/15/1989
BARNETT BOND SERVICE, INC.
FL
03/03/1989 - 04/04/1989
BARNETT BROKERAGE SERVICE, INC. (JACKSONVILLE FL)
BC
Issued 08/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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