Unclaimed
Timothy Grumley is a registered representative of J.p. Morgan Securities LLC. Timothy has been in the securities industry since 2003 and has experience in financial planning and portfolio management for individuals and businesses. Timothy is licensed to sell securities in multiple states.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
06/11/2014 - Present
J.p. Morgan Securities LLC (Syracuse NY)
NY
09/18/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ONEIDA NY)
NY
12/01/2005 - 09/15/2006
CCO INVESTMENT SERVICES CORP. (CICERO NY)
OH
11/22/2004 - 12/01/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
NY
07/28/2003 - 12/03/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
06/02/2003 - 07/09/2003
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 05/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/20/2012
Series 4 - Registered Options Principal Examination
BC
Issued 12/29/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/08/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/30/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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