Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Patrick Reidy is a financial advisor with ON Investment Management Co. Timothy has been in the industry since 1984. Timothy holds Series 6, 22, 63, and 65 licenses, as well as the SIE exam. Timothy has been registered with the state of Indiana since 2010. Timothy has been affiliated with ON Investment Management Co. since 2009. Timothy was previously registered with MetLife Securities, Inc., Metropolitan Life Insurance Company, MML Investors Services, Inc., G.R. Phelps & Co., Inc., Robert W. Baird & Co. Incorporated and NML Equity Services, Inc. Timothy's other business activities include the sale and service of life, disability, and fixed annuities. Timothy has experience serving high net worth individuals, corporations, individuals other than high net worth, and pension plans. Timothy is also affiliated with RP Wealth Advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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.
A percentage of the total value of assets under management is charged.
1
2
IN
04/29/2022 - Present
ON Investment Management Co. (Carmel IN)
IN
06/20/2006 - 01/21/2009
METLIFE SECURITIES INC. (FISHERS IN)
IN
06/20/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (FISHERS IN)
MA
05/24/1990 - 12/01/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
04/27/1988 - 05/29/1990
G. R. PHELPS & CO., INC.
NA
05/10/1985 - 10/20/1987
ROBERT W. BAIRD & CO. INCORPORATED
NA
03/15/1982 - 10/20/1987
NML EQUITY SERVICES, INC.
IA
Issued 05/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/05/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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