Unclaimed
Timothy O'Halloran is a financial professional with over 30 years of experience in the financial services industry. Timothy has been registered with Tourmaline Partners, LLC since 10/3/2016. Prior to that, Timothy was with WESTMINSTER RESEARCH ASSOCIATES LLC from 2/24/1993 to 6/2/2016. Timothy has a strong background in securities trading and investment management. Timothy is a Series 7, Series 24, and Series 63 licensed professional.
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.
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.
1
2
CT
10/03/2016 - Present
Tourmaline Partners, LLC (STAMFORD CT)
NY
02/24/1993 - 06/02/2016
WESTMINSTER RESEARCH ASSOCIATES LLC (NEW YORK NY)
NY
04/03/2007 - 02/08/2011
BNY CONVERGEX EXECUTION SOLUTIONS LLC (NEW YORK NY)
NY
10/25/1990 - 02/12/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 11/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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