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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 Gibson is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 10 years of experience in the industry. Timothy is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, 9, 10, 31, and 63 licenses. He is also a registered Investment Advisor Representative (IAR) in North Carolina, Texas, and West Virginia. Timothy has experience providing investment advice to individuals, businesses, and institutions. He specializes in providing investment management, financial planning, and retirement planning services. Timothy is committed to providing his clients with the highest level of service and helping them achieve their financial goals.
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
08/18/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HIGH POINT NC)
VA
04/18/2011 - 07/15/2011
WELLS FARGO ADVISORS, LLC (RICHMOND VA)
IA
Issued 05/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/03/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/11/2020
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/15/2011
Series 6 - Investment Company Products/Variable Contracts 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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