Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Hanson is a financial advisor who has been in the industry since 1997. Timothy is registered with J.P. Morgan Securities LLC in New York and is also licensed in multiple states. Timothy previously worked at CHASE INVESTMENT SERVICES CORP., PRINCOR FINANCIAL SERVICES CORPORATION, PRINCIPAL FUNDS DISTRIBUTOR, INC., PORTFOLIO BROKERAGE SERVICES, INC., LOCKWOOD FINANCIAL SERVICES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and VANGUARD MARKETING CORPORATION. Timothy is also a Certified Financial Planner.
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
06/18/2018 - Present
J.p. Morgan Securities LLC (West Harrison NY)
NY
10/09/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (RYE NY)
IA
01/06/2009 - 09/28/2009
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
08/23/2007 - 09/28/2009
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
IL
12/18/2002 - 04/19/2007
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
PA
12/24/1998 - 01/05/2001
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
NY
06/16/1998 - 07/08/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
PA
09/23/1997 - 06/03/1998
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 10/14/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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