Unclaimed
Timothy Lyons is a financial professional with over two decades of experience in the financial services industry. Timothy currently works at Fifth Third Securities, Inc. Prior to joining Fifth Third Securities, Inc., Timothy worked at Citadel Securities LLC and Citigroup Global Markets Inc. Timothy is registered to provide investment advice in 51 states. Timothy has passed the Series 7, Series 3, Series 7TO, Series 24 and Series 63 exams.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
OH
08/01/2022 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
NY
07/22/2010 - 07/25/2011
CITADEL SECURITIES LLC (NEW YORK NY)
NY
12/18/1998 - 05/03/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/15/1994 - 12/18/1998
CITICORP SECURITIES, INC. (NEW YORK NY)
BC
Issued 9/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/9/2023
Series 24 - General Securities Principal Examination
BC
Issued 7/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 8/23/2004
Series 3 - National Commodity Futures Examination
BC
Issued 11/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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