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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Todd Timonen is a financial advisor with Wells Fargo Clearing Services, LLC. Jeffrey has over 20 years of experience in the financial services industry. Jeffrey is registered with the state of Minnesota and Texas. Jeffrey has a strong background in portfolio management, financial planning, and investment consulting. Jeffrey is committed to providing clients with personalized investment advice and guidance to help them achieve their financial goals.
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.
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2
MN
03/23/2023 - Present
Wells Fargo Clearing Services, LLC (BLOOMINGTON MN)
MN
09/12/2001 - 07/13/2017
AMERIPRISE FINANCIAL SERVICES, INC. (BLOOMINGTON MN)
MN
09/12/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
08/06/1998 - 03/29/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/06/1998 - 03/29/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/14/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/25/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2017
Series 3 - National Commodity Futures Examination
BC
Issued 08/05/1998
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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