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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 Shaw is a financial advisor with over 10 years of experience in the industry. Timothy currently works at Miracle Mile Advisors, LLC, a firm with offices in Hauppauge, NY and Los Angeles, CA. Prior to joining Miracle Mile Advisors, Timothy worked at Citigroup Global Markets Inc. and Morgan Stanley. Timothy is a Certified Financial Planner and holds the Series 66, Series 7 and SIE licenses. Timothy specializes in working with high-net-worth individuals, corporations, and other businesses. Timothy provides a range of services including financial planning, portfolio management and pension consulting.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
12/01/2023 - Present
Miracle Mile Advisors, LLC (HAUPAUGE NY)
NY
10/26/2015 - 12/05/2023
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/29/2015 - 10/27/2015
CAPITAL ONE INVESTING, LLC (COMMACK NY)
NY
01/08/2015 - 01/29/2015
CAPITAL ONE INVESTMENT SERVICES LLC (HAUPPAUGE NY)
NY
07/25/2013 - 01/16/2015
MORGAN STANLEY (GARDEN CITY NY)
BOTH
Issued 08/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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