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 Sheridan is a financial advisor with over 20 years of experience in the industry. Timothy is currently registered with Fidelity Personal And Workplace Advisors, a firm with over $1 trillion in assets under management. Timothy has a wide range of experience in the financial services industry, including experience at Raymond James Financial Services, Inc., Wells Fargo Clearing Services, LLC, and UBS Financial Services Inc.
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.
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.
A percentage of the total value of assets under management is charged.
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2
KY
02/02/2022 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
NJ
07/09/2018 - 02/24/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (PARAMUS NJ)
NJ
02/02/2012 - 07/20/2018
WELLS FARGO CLEARING SERVICES, LLC (WESTFIELD NJ)
NJ
07/01/2010 - 02/23/2012
RAYMOND JAMES & ASSOCIATES, INC. (MORRISTOWN NJ)
NJ
11/30/2009 - 07/27/2010
VANDERBILT SECURITIES, LLC (SEA GIRT NJ)
NJ
11/08/2005 - 10/14/2009
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
03/31/1997 - 11/08/2005
MORGAN STANLEY DW INC. (RED BANK NJ)
IA
Issued 04/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/23/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2007
Series 3 - National Commodity Futures Examination
BC
Issued 05/09/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 03/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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