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 Herron is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Miamisburg, OH. Timothy has been a financial advisor for over 25 years. He has a Series 7, Series 63, and Series 66 license. He has been registered with Merrill Lynch since May 2016. Prior to that, he worked with Fifth Third Securities, Inc. in Cincinnati, OH, from May 2006 to June 2016. His firm also has a branch office in Miamisburg, OH. Timothy provides a range of financial services to individuals, businesses, pension plans, and other clients.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
OH
05/19/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMISBURG OH)
OH
05/24/2006 - 06/09/2016
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
RI
11/06/1996 - 12/13/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 03/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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