Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Jason Morello is a financial advisor with over 27 years of experience in the industry. Timothy has worked for Fidelity Brokerage Services LLC since October 1995. Timothy is registered with FINRA and has passed the Series 6, 7, 9, 10, 24, 63, 66, SIE, and 99TO exams. Timothy is also licensed to sell securities in 53 states. In addition to Timothy's work at Fidelity Brokerage Services LLC, Timothy previously worked at National Financial Services LLC, Fidelity Distributors Corporation, and Putnam Mutual Funds Corp.
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.
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.
1
2
MA
10/18/1995 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
MA
01/31/2014 - 08/13/2019
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
RI
03/29/2001 - 11/02/2005
FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)
MA
12/07/1994 - 09/15/1995
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
BC
Issued 11/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/29/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/21/2001
Series 24 - General Securities Principal Examination
BC
Issued 09/07/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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