Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Vickrey is a financial advisor at Andrew Garrett Inc. Timothy has been in the industry since December 1994. Timothy has a strong track record in the industry and holds several licenses and certifications, including the Series 66, 65, and 63 exams. Timothy has experience working with both individual and high-net-worth clients. Timothy provides a variety of services, including financial planning, selection of other advisors, and portfolio management for individuals. Timothy is registered in 19 states and has a strong reputation for providing high-quality advice to his clients.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
07/12/2019 - Present
Andrew Garrett Inc. (NEWTOWN PA)
NJ
11/16/2005 - 03/01/2007
S.W. BACH & COMPANY (PRINCETON NJ)
NY
02/22/2001 - 12/05/2005
KIRLIN SECURITIES INC. (SYOSSET NY)
NY
01/20/1998 - 09/01/2001
PRINCETON SECURITIES CORPORATION (SYOSSET NY)
NY
06/13/2000 - 12/31/2000
KIRLIN SECURITIES INC. (SYOSSET NY)
NY
12/12/1994 - 01/26/1998
D. H. BLAIR & CO., INC. (NEW YORK NY)
BOTH
Issued 10/21/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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