Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Conway is a financial professional with over 12 years of experience in the financial services industry. He is currently registered with KEY Investment Services LLC as a Registered Representative and Investment Adviser Representative in New York. Prior to joining KEY Investment Services LLC, Timothy worked with LPL Financial LLC, Ameriprise Financial Services, Inc., and HSBC Securities (USA) Inc. Timothy holds a Series 6, 7, 24, 63 and 66 licenses and is committed to providing personalized financial guidance to individuals and families.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
OH
11/15/2023 - Present
KEY Investment Services LLC (BROOKLYN OH)
NY
01/24/2018 - 02/11/2021
KEY INVESTMENT SERVICES LLC (NANUET NY)
NY
03/17/2017 - 10/19/2017
LPL FINANCIAL LLC (WHITE PLAINS NY)
MN
02/06/2017 - 03/02/2017
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
NY
01/18/2013 - 10/19/2016
KEY INVESTMENT SERVICES LLC (NEW CITY NY)
NY
05/18/2012 - 10/10/2012
LPL FINANCIAL LLC (PEARL RIVER NY)
NY
01/13/2010 - 05/15/2012
HSBC SECURITIES (USA) INC. (PEARL RIVER NY)
BOTH
Issued 11/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/12/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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