Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy J Robey is a financial advisor currently registered with Foreside Fund Services, LLC. Timothy holds the Series 7, Series 7TO, Series 63 and SIE licenses and is registered to conduct business in all 50 states. Prior to his current role, Timothy was affiliated with Old Mutual Investment Partners, Neuberger Berman Management LLC, Neuberger Berman LLC, Lehman Brothers Inc., and Veravest Investments, Inc. Timothy's career in the industry began on 08/06/2015.
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.
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.
1
2
SC
06/12/2024 - Present
Foreside Fund Services, LLC (Charleston SC)
MA
01/14/2011 - 03/26/2012
OLD MUTUAL INVESTMENT PARTNERS (BOSTON MA)
MA
05/17/2007 - 07/08/2009
NEUBERGER BERMAN MANAGEMENT LLC (BOSTON MA)
MA
08/01/2005 - 07/08/2009
NEUBERGER BERMAN LLC (BOSTON MA)
NY
06/03/2003 - 08/02/2005
LEHMAN BROTHERS INC. (NEW YORK NY)
MA
11/14/2001 - 06/06/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 06/20/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/07/2024
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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