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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Jenkins has been in the financial services industry since 1980 and is currently registered as a broker and investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Timothy has experience with a variety of firms, including Lehman Brothers Inc., E. F. Hutton & Company Inc., and Smith Barney Inc. Timothy is registered in 44 states and holds the Series 4, 7, 63, and 65 licenses. Timothy provides portfolio management for individuals and businesses, pension consulting, educational seminars, and research reports and services. Timothy also offers allocation modeling and IPS services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
06/08/1994 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHICAGO IL)
NY
07/31/1993 - 06/16/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/21/1984 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
03/20/1980 - 01/31/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 11/10/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/1980
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1980
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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