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Timothy James Allerdice

National Financial Services LLC

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About Timothy James Allerdice

Timothy Allerdice has been in the financial services industry since 1998. Timothy is currently registered with National Financial Services LLC, and has previously been registered with Fidelity Brokerage Services LLC. Timothy holds licenses for Series 7, Series 9, Series 10, Series 63, and SIE.

Firm Information

Timothy Allerdice is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Timothy Allerdice’s Registration & Firm History

MA

01/27/2016 - Present

National Financial Services LLC (BOSTON MA)

NH

11/11/1998 - 01/07/2016

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

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Licenses & Designations

BC

Issued 12/03/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/02/2002

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/02/2002

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy James Allerdice.
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