Unclaimed
Timothy Michael Wilson is a financial professional who has been working in the industry since 2015. Timothy is currently registered with Loop Capital Markets LLC in Chicago, Illinois and is licensed to sell securities in Florida. Timothy was previously registered with Cowen and Company and Cowen Execution Services LLC. Timothy has passed the Series 7, Series 57, Series 63 and SIE exams. Timothy is a financial professional with experience in the financial services industry.
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.
Transition management services/equity research services
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.
Negotiated fees for research services
1
2
IL
06/10/2021 - Present
Loop Capital Markets LLC (CHICAGO IL)
NY
12/05/2019 - 06/15/2021
COWEN AND COMPANY (NEW YORK NY)
NY
02/26/2015 - 07/21/2020
COWEN EXECUTION SERVICES LLC (NEW YORK NY)
BC
Issued 02/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2016
Series 57 - Securities Trader Exam
BC
Issued 02/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Wilson is the right advisor for you? Invested Better is here to help.