Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Veitch is a financial professional with over six years of experience in the industry. Timothy has worked with Goldman Sachs & Co. LLC since 2021 and has been actively registered with FINRA as well as in all 50 states. Prior to Goldman Sachs, Timothy worked with UBS Securities LLC, UBS Financial Services Inc., and J.P. Morgan Securities LLC. Timothy is a Series 63, 50, SIE, 79, and 52 licensed representative.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
1
2
NY
11/10/2021 - Present
Goldman Sachs & Co. LLC (NEW YORK NY)
NY
04/26/2021 - 10/12/2021
UBS SECURITIES LLC (NEW YORK NY)
NY
08/28/2017 - 10/12/2021
UBS FINANCIAL SERVICES INC. (New York NY)
NY
03/09/2015 - 08/04/2017
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 04/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2022
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 03/09/2015
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE National, Inc.
N
New York Stock Exchange
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