Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Connelly is a financial professional with over 25 years of experience in the securities industry. Timothy currently works with J.P. Morgan Securities LLC, a firm with over $250 billion in assets under management. Prior to joining J.P. Morgan Securities LLC, Timothy worked at Chase Investment Services Corp. and Banc One Securities Corporation. Timothy specializes in investments and portfolio management for individuals, corporations, and businesses. Timothy is registered with the Securities and Exchange Commission (SEC) and several 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
IL
06/06/2017 - Present
J.p. Morgan Securities LLC (Chicago IL)
IL
08/27/2004 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
10/25/1999 - 07/27/2006
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
09/07/1996 - 01/14/1998
TCF SECURITIES, INC. (MINNEAPOLIS MN)
MN
01/03/1995 - 06/23/1995
TCF SECURITIES, INC. (MINNEAPOLIS MN)
NJ
06/06/1990 - 12/24/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 06/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2004
Series 4 - Registered Options Principal Examination
BC
Issued 02/15/2001
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 12/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1994
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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