Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Beresford is a financial advisor with Alps Distributors, Inc. Timothy holds the Series 3, 7, 24, and 63 licenses, as well as the SIE. Timothy has over 19 years of experience in the financial services industry. Timothy was previously registered with J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. and GOLDMAN, SACHS & CO.
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
CO
05/27/2016 - Present
Alps Distributors, Inc. (DENVER CO)
NY
07/02/2012 - 12/23/2015
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
05/15/2002 - 04/20/2011
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 06/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2004
Series 3 - National Commodity Futures Examination
BC
Issued 05/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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