Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Sheehan is a financial professional with over 30 years of experience in the industry. Timothy has been registered with Wells Fargo Clearing Services, LLC since February 2016. Prior to joining Wells Fargo, Timothy was with Credit Suisse Securities (USA) LLC for over 13 years. Timothy has a wide range of experience in the financial services industry, having previously worked at Donaldson, Lufkin & Jenrette Securities Corporation, Paine Webber Incorporated, and Drexel Burnham Lambert Incorporated. Timothy holds several professional licenses, including Series 7, Series 3, Series 63, and Series 65. Timothy specializes in providing investment consulting services to institutional clients, as well as financial planning and portfolio management for both businesses and individuals.
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.
1
2
IL
02/04/2016 - Present
Wells Fargo Clearing Services, LLC (CHICAGO IL)
IL
01/17/2003 - 03/02/2016
CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)
NJ
05/21/1993 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NJ
05/26/1989 - 06/08/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
07/21/1987 - 06/23/1989
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 03/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1987
Series 3 - National Commodity Futures Examination
Active
Inactive
C
Cboe 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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