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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ty? Claim Your ProfileTy Matthew Wilkinson has over 30 years of experience in the financial services industry. Ty is currently a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been associated with this firm since August of 2019. Prior to that, Ty was associated with SANTANDER SECURITIES LLC. Ty has a Series 6, Series 7, and Series 63 license and is also a qualified Investment Advisor Representative. Ty's experience includes working with individuals, businesses, corporations, insurance companies, charitable organizations, and pension plans. Ty provides a variety of financial services including: portfolio management, investment advice, and financial planning. Ty's experience, knowledge, and commitment to providing exceptional customer service make him a valuable asset to any client.
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
PA
09/09/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (YORK PA)
PA
09/19/2012 - 08/20/2019
SANTANDER SECURITIES LLC (YORK PA)
PA
03/03/2009 - 09/19/2012
LPL FINANCIAL LLC (YORK PA)
PA
10/21/2008 - 02/19/2009
INVEST FINANCIAL CORPORATION (DILLSBURG PA)
PA
06/12/2006 - 10/21/2008
FINANCIAL NETWORK INVESTMENT CORPORATION (ENOLA PA)
PA
04/21/2004 - 06/19/2006
THE O.N. EQUITY SALES COMPANY (MECHANICSBURG PA)
NE
11/27/2002 - 04/19/2004
WOODMEN FINANCIAL SERVICES, INC. (OMAHA NE)
NY
02/04/2000 - 11/21/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
07/10/1996 - 02/01/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/24/1995 - 07/12/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IN
02/20/1995 - 03/16/1995
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/20/1995 - 03/16/1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
02/09/1993 - 09/22/1994
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NJ
08/12/1991 - 12/17/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/12/1991 - 12/17/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 05/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1991
Series 6 - Investment Company Products/Variable Contracts 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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