Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Gilbert Cooney is a financial advisor with City National Securities, Inc. Timothy has been in the financial services industry since September 18, 2001. Timothy is registered with FINRA as a Registered Representative and is licensed with the states of Arizona, California, Connecticut, Delaware, District of Columbia, Florida, Illinois, Maryland, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Virginia. Timothy has Series 7, 63, and 65 securities licenses. Timothy is also registered with the state of New York as an Investment Advisor Representative. Timothy focuses on portfolio management for individuals and businesses as well as financial planning and selection of other advisors. Previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, Sanford C. Bernstein & Co., LLC, and Goldman, Sachs & Co.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Mutual fund fees, broker fees & transaction fees
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2
NY
07/15/2021 - Present
City National Securities, Inc. (NEW YORK NY)
NJ
10/10/2016 - 06/29/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
NJ
03/05/2014 - 08/16/2016
J.P. MORGAN SECURITIES LLC (MORRISTOWN NJ)
NY
09/27/2006 - 05/06/2013
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
09/12/2000 - 10/03/2006
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 12/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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