Unclaimed
Timothy Kenneth Crow is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Fort Worth, TX. Timothy Kenneth Crow has been in the securities industry since December 4, 2001. Timothy Kenneth Crow has passed the Series 66, Series 9, Series 10, SIE, and Series 7 exams. Timothy Kenneth Crow is registered to offer securities in Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kentucky, Louisiana, Maine, Massachusetts, Michigan, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin. Timothy Kenneth Crow also has a registration for investment advisory services in California and Texas. In addition to Timothy Kenneth Crow's work at Merrill Lynch, Pierce, Fenner & Smith Inc., Timothy Kenneth Crow also owns Crow's Nest Management LLC, a limited liability company that specializes in rental properties.
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
TX
02/02/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT WORTH TX)
BOTH
Issued 01/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/15/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2001
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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