Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Moynihan is a financial advisor with over 30 years of experience in the industry. Timothy is currently registered with Janney Montgomery Scott LLC. Timothy also has previous registrations with BEAR, STEARNS & CO. INC., ADVEST, INC., and PRUDENTIAL SECURITIES INCORPORATED. Timothy holds licenses for Series 63, Series 65 and Series 7. Timothy specializes in working with individuals, businesses, investment companies, pension and profit-sharing plans, insurance companies, and charitable organizations. Timothy also provides a variety of services to clients including financial planning, portfolio management, pension consulting, and educational seminars.
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.
Fee plus commission
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2
MA
05/25/2018 - Present
Janney Montgomery Scott LLC (BOSTON MA)
MA
02/17/2006 - 04/02/2008
BEAR, STEARNS & CO. INC. (BOSTON MA)
CT
04/21/1992 - 02/22/2006
ADVEST, INC. (HARTFORD CT)
NY
07/18/1989 - 04/20/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/04/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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