Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Callahan is a financial advisor registered with Goldman Sachs & Co. LLC. Timothy has been in the industry since 1998 and has a wide range of experience. Timothy has passed the Series 3, 7, 57TO and SIE exams and has earned his Series 66 license. Timothy is licensed in all 50 states as well as Puerto Rico and the Virgin Islands. In addition to working with Goldman Sachs & Co. LLC Timothy also previously worked with UST Securities Corp., CITICORP INVESTMENT SERVICES and REPUBLIC FINANCIAL SERVICES CORPORATION. Timothy specializes in a number of areas including portfolio management for individuals, businesses and pooled investment vehicles, financial planning, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
1
2
NY
11/26/2007 - Present
Goldman Sachs & Co. LLC (NEW YORK NY)
NY
04/27/2006 - 11/23/2007
UST SECURITIES CORP. (NEW YORK NY)
NY
04/28/1998 - 03/23/2006
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
03/19/1998 - 04/24/1998
REPUBLIC FINANCIAL SERVICES CORPORATION (NEW YORK NY)
BOTH
Issued 10/16/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2008
Series 3 - National Commodity Futures Examination
BC
Issued 03/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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