Unclaimed
John Timothy Harris is a financial advisor registered with Ameriprise Financial Services, LLC. John is registered to offer investment advice in Ohio and Texas. John has been in the financial services industry since September 2022. John is licensed with Series 63, Series 65, Series 7TO and SIE securities licenses. John has a total of 24 state registrations. John offers a variety of financial services including financial planning, pension consulting, asset allocation services, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
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.
Asset allocation services
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.
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2
OH
06/14/2023 - Present
Ameriprise Financial Services, LLC (TOLEDO OH)
IA
Issued 01/04/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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