Unclaimed
Timothy Paul Coughlin is a financial advisor with over 25 years of experience in the industry. Timothy has been registered with J.P. Morgan Securities LLC since 2008 and previously held positions with Morgan Stanley & Co., Incorporated, Morgan Stanley Market Products Inc. and Morgan Stanley DW Inc. Timothy currently holds Series 65, 63, 53, 24, 3, 7 and SIE licenses. Timothy provides a broad range of services to individuals, corporations, high net worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and labor unions.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NJ
03/29/2024 - Present
J.p. Morgan Securities LLC (Summit NJ)
NJ
03/24/2015 - 03/02/2016
R. SEELAUS & CO.,INC. (SUMMIT NJ)
NY
10/01/2008 - 08/09/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
03/29/2004 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
11/04/2002 - 04/02/2004
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
11/04/2002 - 04/02/2004
MORGAN STANLEY MARKET PRODUCTS INC. (NEW YORK NY)
NY
05/16/1995 - 11/14/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 03/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/20/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1996
Series 3 - National Commodity Futures Examination
BC
Issued 05/02/1995
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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