Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Horan is a registered representative of Oppenheimer & Co. Inc. with over 25 years of experience in the financial services industry. Timothy has worked at several firms prior to joining Oppenheimer including CIBC World Markets Corp. and Smith Barney Inc. Timothy is a Chartered Financial Analyst and holds licenses in New York, New Jersey and Florida. Timothy specializes in providing financial planning and portfolio management services for individual clients, businesses, and pooled investment vehicles. Timothy also provides pension consulting 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
04/07/2021 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
08/11/1998 - 01/14/2008
CIBC WORLD MARKETS CORP. (NEW YORK NY)
CA
04/08/1998 - 07/31/1998
BANCAMERICA ROBERTSON STEPHENS (SAN FRANCISCO CA)
NY
09/18/1995 - 12/22/1997
SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 08/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Timothy Horan is the right advisor for you? Invested Better is here to help.
