Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Linehan is a financial advisor with over 10 years of experience in the industry. He is currently registered with Purshe Kaplan Sterling Investments in Albany, New York. Timothy has a Series 7, Series 63 and SIE licenses and is registered in Florida and New York. Prior to joining Purshe Kaplan Sterling Investments, Timothy worked for Cabot Lodge Securities LLC and John Thomas Financial.
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.
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.
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NY
04/27/2011 - Present
Purshe Kaplan Sterling Investments (ALBANY NY)
NY
02/15/2018 - 02/06/2020
CABOT LODGE SECURITIES LLC (Albany NY)
NY
08/27/2009 - 09/25/2009
JOHN THOMAS FINANCIAL (NEW YORK NY)
BC
Issued 09/10/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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