Unclaimed
Timothy Owen Drinkall is a registered representative and investment advisor representative, currently employed by Oppenheimer & Co. Inc. Timothy has been in the securities industry since 2004. Timothy is registered with the state of Connecticut. Timothy has passed Series 7, Series 63, Series 66 and SIE exams. Timothy was previously employed by Credit Agricole Cheuvreux North America, Inc. Timothy is licensed to offer a variety of financial products and services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CT
05/09/2024 - Present
Oppenheimer & Co. Inc. (STAMFORD CT)
NY
02/26/2004 - 06/30/2005
CREDIT AGRICOLE CHEUVREUX NORTH AMERICA, INC. (NEW YORK NY)
BOTH
Issued 05/24/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/09/2024
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Timothy Drinkall is the right advisor for you? Invested Better is here to help.