Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Ermi is a financial advisor with over 20 years of experience in the industry. Timothy is currently registered with Quasar Distributors, LLC in Purchase, New York. Prior to that, Timothy was with COMPASS DISTRIBUTORS, LLC, OSTEIN CAPITAL MANAGEMENT, L.P., and CREDIT SUISSE ASSET MANAGEMENT SECURITIES, INC.. Timothy has passed the Series 7, Series 63, and Series 65 exams, demonstrating a broad understanding of financial markets. Timothy is also a registered representative in New York.
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
NY
12/13/2022 - Present
Quasar Distributors, LLC (Purchase NY)
NY
09/18/2018 - 12/31/2022
COMPASS DISTRIBUTORS, LLC (Purchase NY)
NY
08/27/2004 - 09/17/2018
OLSTEIN CAPITAL MANAGEMENT, L.P. (PURCHASE NY)
NY
11/14/2001 - 04/15/2003
CREDIT SUISSE ASSET MANAGEMENT SECURITIES, INC. (NEW YORK NY)
IA
Issued 09/30/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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