Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Michael Donnelly is a registered investment advisor representative with UBS Financial Services Inc. He is a registered representative in Florida, New Jersey and Texas. Timothy has been working in the financial industry since June 1981. He has a diverse background in the industry, having worked for Salomon Smith Barney Inc., Lehman Brothers Inc. and Merrill Lynch. Timothy holds FINRA Series 3, 7 and 63 licenses, as well as the SIE and Series 65 licenses. He is a member of the Wildwood Golf and Country Club. Timothy is also a proprietor of Catherine Street LLC, a real estate firm, and is an advisor to Shore Club LLC, a partnership that owns a golf course and clubhouse.
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.
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.
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.
See schedule d - miscellaneous
1
2
NJ
02/28/2006 - Present
UBS Financial Services Inc. (RED BANK NJ)
NY
07/31/1993 - 09/24/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
08/23/1984 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/18/1981 - 08/07/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 05/07/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1985
Series 3 - National Commodity Futures Examination
BC
Issued 05/16/1981
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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