Unclaimed
Timothy Shubsda is a financial advisor currently registered with Citizens JMP Securities, LLC. Timothy has been in the financial industry since April 15, 2018.
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.
1
2
CA
12/19/2022 - Present
Citizens JMP Securities, LLC (SAN FRANCISCO CA)
NY
12/10/2018 - 10/04/2019
CITIZENS SECURITIES, INC. (WILLIAMSVILLE NY)
NY
08/14/2017 - 12/14/2018
KEY INVESTMENT SERVICES LLC (LOCKPORT NY)
NY
05/04/2017 - 07/11/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BUFFALO NY)
NY
12/17/2014 - 04/21/2017
AXA ADVISORS, LLC (WILLIAMSVILLE NY)
BC
Issued 12/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2022
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/15/2022
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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