Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy McCormick is a financial advisor with Ancora Advisors LLC. Timothy has been in the financial industry since 1990. Timothy has been a registered investment advisor representative since 2021. Timothy is registered to provide investment advice in Ohio. The advisor's firm is located in Mayfield Heights, OH.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Insurance & credit and cash management solutions
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Revenue sharing with frs, and on credit and cash mgmt solutions
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2
OH
06/15/2021 - Present
Ancora Advisors LLC (MAYFIELD HEIGHTS OH)
NY
07/13/1994 - 05/26/2019
MBSC SECURITIES CORPORATION (New York NY)
WI
04/22/1991 - 06/30/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
06/28/1990 - 04/15/1991
ROOSEVELT & CROSS, INCORPORATED (NEW YORK NY)
MO
04/29/1988 - 05/29/1990
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
04/19/1988 - 04/21/1988
SHEARSON LEHMAN HUTTON INC.
IA
Issued 10/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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