Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy John Erday is a financial advisor with Wells Fargo Advisors Financial Network, LLC in Chatham, NJ. Timothy has been in the financial industry since December 1995, and holds the Series 63, 65, 7, 9 and 10 licenses. Timothy has worked with individuals, businesses, institutions, and charitable organizations. Timothy also works with Harbour Bridge Advisors LLC, which is a real estate holding company. He is a registered investment advisor in multiple states and has a strong track record of helping his clients achieve their financial goals.
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.
Investment consulting services to institutional clients
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.
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2
NJ
09/09/2011 - Present
Wells Fargo Advisors Financial Network, LLC (CHATHAM NJ)
NJ
10/30/1998 - 04/22/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
12/07/1995 - 11/30/1998
WEATHERLY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 02/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/23/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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