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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Brennan is a registered representative with Morgan Stanley and has been in the industry since 1997. Timothy has a wide range of experience in the financial services industry. He is a licensed broker-dealer and investment advisor, and he has held registrations in multiple states. Timothy has a strong understanding of investment strategies and has a proven track record of success in helping clients achieve their financial goals. Timothy is committed to providing his clients with personalized service and helping them make informed investment decisions.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
04/01/2020 - Present
Morgan Stanley (Red Bank NJ)
NY
09/17/2015 - 01/10/2018
JEFFERIES LLC (NEW YORK NY)
NY
11/27/2001 - 10/01/2015
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NJ
07/17/1998 - 11/27/2001
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
08/06/1996 - 07/07/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 10/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/15/1997
Series 3 - National Commodity Futures Examination
BC
Issued 08/05/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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