Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Desantis is a financial advisor with over 20 years of experience in the financial services industry. Timothy is a registered representative with Wells Fargo Clearing Services, LLC, where he has been employed since 2016. He has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley DW Inc.. Timothy holds the Series 7 and Series 66 licenses, and the Securities Industry Essentials (SIE) exam. He is registered in 23 states and holds a "Active" designation from the FINRA BrokerCheck. Timothy specializes in providing financial planning and investment management services to individuals, businesses, and institutions. He is committed to providing clients with personalized, comprehensive financial solutions that meet their unique needs.
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.
Investment consulting services to institutional clients
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.
1
2
NJ
02/25/2022 - Present
Wells Fargo Clearing Services, LLC (PRINCETON NJ)
NY
04/23/2002 - 04/28/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/02/2001 - 03/22/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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