Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Keilman is a financial advisor at LPL Financial LLC. Timothy has over 24 years of experience in the financial services industry. Timothy is registered to provide investment advice in New York. Timothy has passed the Series 6, Series 63 and SIE exams. Timothy specializes in providing financial planning, investment management and consulting services to individuals, families, businesses, and institutions.
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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NY
06/09/2021 - Present
LPL Financial LLC (BUFFALO NY)
NY
06/17/2019 - 06/09/2021
M&T SECURITIES, INC. (Buffalo NY)
NY
12/06/2017 - 05/31/2019
KEY INVESTMENT SERVICES LLC (CHEEKTOWAGA NY)
NY
12/14/2016 - 12/14/2017
LPL FINANCIAL LLC (AMERST NY)
NY
05/18/2012 - 12/26/2014
LPL FINANCIAL LLC (ORCHARD PARK NY)
NY
01/01/2005 - 05/15/2012
HSBC SECURITIES (USA) INC. (BUFFALO NY)
NY
07/09/1999 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
OH
03/15/1999 - 07/02/1999
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
IA
01/02/1998 - 03/15/1999
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
08/28/1997 - 12/31/1997
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
09/01/1994 - 09/06/1996
COMMUNITY SECURITIES, INC. (ROCHESTER NY)
BC
Issued 06/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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