Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Foley is a financial advisor at LPL Financial LLC, based in FORT MILL, SC. Timothy has been in the financial services industry since 1995. Timothy has a wide range of experience with various financial products, having worked at several firms throughout his career. Timothy is also registered with the state of South Carolina and New Jersey.
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.
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.
Consulting and other non-discretionary advisory services
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
SC
06/28/2024 - Present
LPL Financial LLC (FORT MILL SC)
NJ
08/22/2014 - 03/13/2024
PERSHING LLC (JERSEY CITY NJ)
NY
05/08/2013 - 08/20/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
08/17/2005 - 05/09/2013
J.P. MORGAN CLEARING CORP. (NEW YORK NY)
NY
08/17/2005 - 12/31/2008
J.P.MORGAN SECURITIES INC. (NEW YORK NY)
NJ
04/05/2001 - 08/02/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
NY
02/18/2000 - 04/02/2001
GOLDMAN, SACHS & CO. (NEW YORK NY)
NJ
07/21/1997 - 03/22/2000
DLJDIRECT INC. (JERSEY CITY NJ)
NJ
11/16/1992 - 08/17/1995
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 12/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2006
Series 24 - General Securities Principal Examination
BC
Issued 07/25/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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