linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Timothy James O'Malley

National Financial Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Timothy? Claim Your Profile

About Timothy James O'Malley

Timothy O'Malley is a financial advisor with National Financial Services LLC, based in Boston, Massachusetts. Timothy has been in the industry since 2017. Timothy holds Series 63, Series 7, and SIE licenses and has been registered with FINRA since 2019. Timothy previously worked at Fidelity Brokerage Services LLC in Merrimack, New Hampshire.

Firm Information

Timothy O'Malley 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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Timothy O'Malley’s Registration & Firm History

MA

07/09/2019 - Present

National Financial Services LLC (BOSTON MA)

NH

01/23/2017 - 05/28/2019

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

Not sure if Timothy James O'Malley is right for you?

Licenses & Designations

BC

Issued 01/30/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy James O'Malley.
Not sure if Timothy James O'Malley is right for you?