Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Garrity is a financial advisor with over 30 years of experience in the industry. Timothy currently works for Morgan Stanley as a Registered Representative. Prior to that, Timothy worked at UBS Financial Services Inc., Salomon Smith Barney Inc. and Lehman Brothers Inc. Timothy is registered to provide investment advice in 20 states, including California, Texas and New York. Timothy has passed the Series 63, Series 65, Series 7 and SIE examinations. The primary firm Timothy works with, Morgan Stanley, manages over $1.4 trillion in client assets.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
MA
04/02/2020 - Present
Morgan Stanley (HYANNIS MA)
MA
05/18/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HYANNIS MA)
MA
04/16/1999 - 06/20/2007
UBS FINANCIAL SERVICES INC. (HYANNIS MA)
NY
07/31/1993 - 04/21/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
07/26/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 09/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Timothy Garrity is the right advisor for you? Invested Better is here to help.
