Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Edward Cassidy is a financial professional with over 15 years of experience in the financial services industry. Timothy is currently registered with Mufg Securities Americas Inc. in Illinois. Timothy has held previous roles at BTMU Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Securities LLC. Timothy holds FINRA Series 7, 24, 63, 79TO and SIE licenses.
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.
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.
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2
IL
04/01/2017 - Present
Mufg Securities Americas Inc. (Chicago IL)
IL
01/06/2012 - 04/01/2017
BTMU SECURITIES, INC. (CHICAGO IL)
IL
02/02/2011 - 12/22/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
12/06/2006 - 10/12/2010
BANC OF AMERICA SECURITIES LLC (CHICAGO IL)
BC
Issued 12/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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