Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Dailey is a financial advisor with over 19 years of experience in the financial services industry. Timothy is currently registered with Britehorn Securities and is a Series 7 and Series 63 licensed representative. Timothy holds the SIE exam certification. Timothy was previously registered with COLORADO FINANCIAL SERVICE CORPORATION, THE TRINITY GROUP, LLC, CLEAR CREEK SECURITIES, INC., FINANCIAL WEST GROUP and J.P. MORGAN SECURITIES INC. Timothy specializes in providing financial advice to individuals and families.
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.
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2
CO
01/05/2018 - Present
Britehorn Securities (Denver CO)
CO
10/26/2009 - 12/31/2017
COLORADO FINANCIAL SERVICE CORPORATION (DENVER CO)
CO
01/23/2009 - 10/30/2009
THE TRINITY GROUP, LLC (DENVER CO)
CO
02/16/2006 - 02/25/2009
CLEAR CREEK SECURITIES, INC. (DENVER CO)
NV
12/02/1998 - 03/11/1999
FINANCIAL WEST GROUP (RENO NV)
NY
12/14/1994 - 04/18/1996
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 02/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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