Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Roger Atyeo is a financial advisor with over 30 years of experience in the industry. Timothy has a Series 7, Series 31, and Series 65 licenses, along with his Series 63. Timothy is currently registered with Oppenheimer & Co. Inc., and has been a registered representative with the firm since 2003. Prior to joining Oppenheimer & Co. Inc., Timothy worked at CIBC World Markets Corp. and PaineWebber Incorporated. Timothy provides a wide range of financial services, including portfolio management, financial planning, and investment advisory services. Timothy serves a diverse clientele including high-net-worth individuals, corporations, and retirement plans.
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.
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.
1
2
FL
10/05/2005 - Present
Oppenheimer & Co. Inc. (FORT LAUDERDALE FL)
NY
07/10/1998 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NJ
01/28/1995 - 07/24/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/25/1994 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
05/29/1990 - 07/05/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
04/27/1988 - 05/29/1990
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
08/20/1987 - 12/09/1987
J. W. GANT & ASSOCIATES, INC.
NA
12/24/1986 - 08/31/1987
MORGAN KEEGAN & COMPANY, INC.
NA
08/21/1986 - 01/05/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 9/7/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/14/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 8/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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