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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 O'Brien is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Timothy has over 30 years of experience in the financial services industry. Timothy has a strong track record of providing comprehensive financial advice and investment management services to a wide range of clients, including high-net-worth individuals, families, and businesses. Timothy has a deep understanding of the financial markets and a commitment to providing personalized service to meet the unique needs of each client.
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.
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.
Investment consulting services to institutional clients
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.
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2
FL
11/09/2022 - Present
Wells Fargo Advisors Financial Network, LLC (ROSEMARY BEACH FL)
NJ
03/31/2015 - 11/03/2022
WELLS FARGO CLEARING SERVICES, LLC (RED BANK NJ)
NJ
11/07/2008 - 04/09/2015
UBS FINANCIAL SERVICES INC. (MANASQUAN NJ)
NJ
03/28/1996 - 11/12/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FREEHOLD NJ)
MI
06/11/1991 - 04/11/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
08/30/1990 - 06/11/1991
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
IA
Issued 04/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/14/1992
Series 24 - General Securities Principal Examination
BC
Issued 04/23/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/08/1992
Series 4 - Registered Options Principal Examination
BC
Issued 09/20/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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