Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy M. Ohara is a registered representative with Citizens Securities, Inc. He is based in Smithtown, NY and has been in the financial industry since June 25, 2009. Timothy holds licenses in multiple states for both broker-dealer and investment advisor activities. He has also passed the Series 6, 7, 63, and 66 examinations. Timothy has a background in the financial industry, having worked previously with HSBC Securities (USA) Inc. and Citigroup Global Markets Inc. He is committed to providing financial advice and solutions to individuals, corporations and other clients.
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.
Personalized portfolio management to meet individual financial objectives.
Participate in 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.
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2
NY
09/27/2024 - Present
Citizens Securities, Inc. (VALLEY STREAM NY)
NY
04/25/2013 - 10/14/2014
CITIGROUP GLOBAL MARKETS INC. (HUNTINGTON STATION NY)
NY
04/24/2009 - 04/01/2013
HSBC SECURITIES (USA) INC. (SOUTH SETAUKET NY)
BOTH
Issued 02/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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