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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 Neary is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Timothy has been in the financial industry since 1995. He holds the Series 7, Series 63 and Series 65 licenses. He is registered to provide investment advice in 32 states. His practice focuses on providing investment advice to individuals and corporations. He provides a range of services including portfolio management, financial planning, and educational seminars. Timothy also has experience working with institutional clients such as pension plans and insurance companies.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
VA
10/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RESTON VA)
VA
04/01/1998 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MCLEAN VA)
NC
01/28/1998 - 04/09/1998
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
NE
03/19/1997 - 01/28/1998
CENTRAL FIDELITY SECURITIES, INC. (OMAHA NE)
MD
07/21/1995 - 03/19/1997
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 09/01/1995
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/29/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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