Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Norton Coffey is a financial advisor with Janney Montgomery Scott LLC in Walnut Creek, CA. Timothy has been in the industry since 2008 and has a broad range of experience, specializing in various financial areas. Timothy holds a Series 7, Series 86, Series 87, and SIE licenses.
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
1
2
CA
06/12/2019 - Present
Janney Montgomery Scott LLC (Walnut Creek CA)
CA
02/22/2008 - 07/31/2019
FIG PARTNERS, LLC (Walnut Creek CA)
BC
Issued 04/03/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2008
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/08/2008
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 02/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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