Unclaimed
Timothy Morrison is a registered representative with Neuberger Berman BD LLC. Timothy has been in the securities industry for 5 years and has passed the Series 63, Series 66, Series 7, Series 79 and SIE exams. Timothy previously worked for Citigroup Global Markets Inc. Timothy specializes in portfolio management for individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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
06/28/2021 - Present
Neuberger Berman BD LLC (NEW YORK NY)
NY
03/09/2016 - 02/17/2017
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 06/25/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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