Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Curley is a financial advisor with Wells Fargo Clearing Services, LLC. Timothy has been in the industry since November 13, 2005, and has experience working at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Timothy has a Series 66, Series 7 and Series 31 license. Timothy is registered to provide investment advice in Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, Nebraska, New York, Ohio, Texas, Virginia and Wisconsin.
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.
Investment consulting services to institutional clients
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.
1
2
IL
08/22/2014 - Present
Wells Fargo Clearing Services, LLC (CHICAGO IL)
IL
03/28/2008 - 09/02/2014
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IL
11/14/2005 - 04/09/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
BOTH
Issued 12/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 11/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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