Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Heilferty is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Timothy has been in the financial industry since 1995 and is registered with the state of North Carolina, as well as eight other states. Timothy has experience with a wide range of financial products and services, including securities, investment advisory, and retirement planning. Timothy has been employed with a number of firms over the years, including Edward Jones, PNC Investments, Prudential Investment Management Services LLC, and Integrity Funds Distributor, LLC.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
05/16/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHARLOTTE NC)
SC
03/19/2018 - 05/17/2022
EDWARD JONES (BLACKSBURG SC)
ND
10/11/2016 - 12/31/2017
INTEGRITY FUNDS DISTRIBUTOR, LLC (MINOT ND)
NC
07/13/2016 - 10/07/2016
PNC INVESTMENTS (CHARLOTTE NC)
NC
04/27/2016 - 06/22/2016
PRUCO SECURITIES, LLC. (CHARLOTTE NC)
NJ
10/06/2003 - 02/04/2016
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
MO
07/01/2003 - 10/07/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
02/09/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
01/01/1997 - 03/23/1998
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
08/22/1994 - 01/01/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 6/1/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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