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 Coffey is a registered representative and investment advisor representative with Clearbridge Investments, LLC. Timothy has been in the industry since 1995 and holds Series 6, 7, 63, 66 and SIE licenses. Timothy has been registered with Clearbridge Investments, LLC since 2021. Previously, Timothy worked for Citigroup Global Markets Inc., Investor Service Center, Inc. and First Investors Corporation. Timothy has experience with a wide range of clients including individuals, high net worth individuals, corporations, trusts, investment companies, pension and profit-sharing plans, charitable organizations, state or municipal government entities, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
04/15/2021 - Present
Clearbridge Investments, LLC (NEW YORK NY)
NY
09/17/1997 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/23/1996 - 09/25/1997
INVESTOR SERVICE CENTER, INC. (ROCHESTER NY)
NJ
07/18/1995 - 01/25/1996
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 01/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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