Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Wise is a financial advisor with over 10 years of experience in the financial industry. Timothy has worked for several prominent firms, including Credit Suisse Securities (USA) LLC, Barclays Capital Inc., and J.P. Morgan Institutional Investments Inc.. Timothy holds Series 63, SIE, and Series 7 licenses. Timothy is currently registered with J.P. Morgan Institutional Investments 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.
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.
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2
NY
01/28/2015 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NY
06/13/2012 - 01/30/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
10/14/2010 - 06/14/2012
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 07/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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