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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Michael Ryan is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the financial industry for over 35 years. Timothy is a registered representative and an investment advisor representative. He has Series 7, 63, and 65 licenses as well as a Series SIE license. Timothy is currently licensed to provide investment advice in 30 states and is actively registered with the Financial Industry Regulatory Authority (FINRA). Timothy's experience and expertise cover a broad spectrum of financial services, including portfolio management, financial planning, and retirement planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
OH
01/08/1996 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (COLUMBUS OH)
NY
07/19/1990 - 01/15/1992
INTEGRITY FINANCIAL SERVICES, INC. (NEW YORK NY)
NA
02/25/1987 - 01/15/1992
INTEGRITY LIFE INSURANCE COMPANY
NA
09/27/1982 - 02/06/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 12/01/1995
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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