Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Gormley is a financial advisor at Janney Montgomery Scott LLC. Timothy has over 25 years of experience in the financial services industry. Timothy has worked for a number of financial institutions, including Stifel, Nicolaus & Company, Incorporated, Ryan Beck & Co., Janney Montgomery Scott LLC, Prudential Securities Incorporated, and Wheat, First Securities, Inc.. Timothy holds the Series 7, Series 63, and Series 65 licenses. Timothy is also a Certified Financial Planner. Timothy's specializations include financial planning, portfolio management, pension consulting, and educational seminars.
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
PA
06/13/2018 - Present
Janney Montgomery Scott LLC (YARDLEY PA)
PA
07/31/2007 - 06/21/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (YARDLEY PA)
PA
02/25/2005 - 07/31/2007
RYAN BECK & CO. (YARDLEY PA)
PA
06/01/2001 - 03/09/2005
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
08/12/1998 - 06/05/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NC
11/10/1994 - 08/19/1998
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NY
07/29/1994 - 09/19/1994
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 01/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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