Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Erb is a registered investment advisor representative. Timothy has been in the securities industry since October 1, 2008. Timothy is currently employed by Allen Investment Management, LLC. Timothy Erb holds Series 63, Series 7, Series 9 and Series 10 licenses. Timothy is a licensed investment advisor representative in New York. Timothy Erb has been registered with the SEC since September 29, 2021. Timothy Erb has previously worked at J.P. MORGAN SECURITIES LLC and J.P. MORGAN SECURITIES INC. Timothy Erb has been a director of The HOPE Program since June 1, 2012, a trustee of LaSalle College High School since October 1, 2013, and a member of the Associates Council for Prep for Prep since 2011.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Customized wealth management services
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.
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.
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NY
09/29/2021 - Present
Allen Investment Management, LLC (NEW YORK NY)
NY
10/01/2008 - 06/20/2016
J.P. MORGAN SECURITIES LLC (New York NY)
NY
04/07/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 07/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/27/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/20/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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