Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Otoole is a registered representative with Stifel, Nicolaus & Company, Inc. Timothy is a seasoned financial professional with a diverse range of experience in the securities industry. Timothy has earned the Series 7, Series 86, Series 87 and SIE licenses and is committed to providing personalized financial solutions to clients. Timothy's areas of expertise include investment planning, portfolio management, and financial advisory services. Timothy's commitment to client satisfaction and professional excellence makes them an ideal choice for investors seeking comprehensive financial guidance.
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.
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.
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
MO
01/05/2018 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2018
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 01/26/2018
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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