Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Crowe is an active financial advisor registered with the Securities and Exchange Commission (SEC) and holds a Series 7 and Series 63 license. Timothy has more than 28 years of experience in the financial industry. He is currently employed by Oppenheimer & Co. Inc. in Florham Park, NJ, and previously worked at Wells Fargo Advisors, LLC, RBC DAIN RAUSCHER INC., and First Institutional Securities, L.L.C.. Timothy is a well-seasoned advisor specializing in investment management, financial planning, and retirement planning.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
09/11/2015 - Present
Oppenheimer & Co. Inc. (FLORHAM PARK NJ)
NJ
09/16/2004 - 09/10/2015
WELLS FARGO ADVISORS, LLC (FLORHAM PARK NJ)
NY
03/07/2003 - 10/01/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NJ
03/13/2000 - 03/07/2003
FIRST INSTITUTIONAL SECURITIES, L.L.C. (WEST PATERSON NJ)
NY
09/21/1999 - 03/22/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NJ
03/26/1992 - 09/03/1999
FIRST INSTITUTIONAL SECURITIES, L.L.C. (WEST PATERSON NJ)
BC
Issued 04/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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