Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy F O'Donnell is an investment advisor representative at TIAA-CREF Individual & Institutional Services, LLC. Timothy has been in the financial services industry since 1990. Timothy is licensed to sell securities in Alabama, Florida, Georgia, and Mississippi. Timothy has earned the Series 6, 7, 24, 63, 65, and 66 licenses. Timothy is affiliated with TIAA-CREF Individual & Institutional Services, LLC and has been with the firm since 2010. TIAA-CREF Individual & Institutional Services, LLC offers a variety of financial services including financial planning, portfolio management for individuals, and selection of other advisers.
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.
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.
Compensation from affiliates
1
2
GA
11/19/2020 - Present
Tiaa-Cref Individual & Institutional Services, LLC (ATLANTA GA)
GA
09/13/2010 - 09/23/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DULUTH GA)
GA
04/18/2008 - 02/02/2010
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (ATLANTA GA)
GA
02/01/2001 - 04/02/2008
GPC SECURITIES, INC. (ATLANTA GA)
MD
09/22/1997 - 08/10/2000
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
CA
11/23/1994 - 09/26/1995
NICHOLAS-APPLEGATE SECURITIES (A CALIFORNIA LIMITED PARTNERSHIP) (SAN DIEGO CA)
MD
10/07/1987 - 11/18/1994
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 11/18/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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