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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Irwin is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the industry since 2012 and has a Series 7 and Series 63 license, as well as a Series 65 license. Timothy Irwin is registered in multiple states. He also holds a SIE designation. Timothy Irwin is experienced in portfolio management for individuals and businesses, as well as providing pension consulting and educational seminars. Timothy Irwin previously worked for Columbia Management Investment Distributors, Inc. and Putnam Retail Management Limited Partnership.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MA
12/12/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
MA
11/26/2013 - 06/14/2019
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
02/04/2013 - 11/18/2013
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
NY
08/09/2012 - 12/11/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (POUGHKEEPSIE NY)
IA
Issued 01/28/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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