Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Sheerin is a financial advisor with over 30 years of experience in the financial services industry. Timothy has been registered with Wells Fargo Clearing Services, LLC since November 2016. Prior to joining Wells Fargo, Timothy was affiliated with Prudential Securities Incorporated, Paine Webber Incorporated, Gilford Securities Incorporated, Marketing One Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Timothy's specialties include Investment Consulting Services to Institutional Clients, Financial Planning, Pension Consulting, Selection of Other Advisers, Portfolio Management for Businesses and Portfolio Management for Individuals. Timothy currently holds licenses for Series 7, Series 63, Series 65, and the SIE.
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.
Investment consulting services to institutional clients
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
NY
07/27/2021 - Present
Wells Fargo Clearing Services, LLC (GARDEN CITY NY)
NY
01/29/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
06/10/1994 - 02/03/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
04/16/1992 - 06/14/1994
GILFORD SECURITIES INCORPORATED (NEW YORK NY)
OR
10/01/1991 - 02/24/1992
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NY
07/21/1986 - 06/21/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/29/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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