Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Timmerman is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC, registered with the state of Maine and actively serving clients in Cambridge, Massachusetts. Joseph has over 13 years of experience in the financial services industry, previously working with Victory Capital Services, Inc. and USAA Financial Advisors, Inc. Joseph holds the Series 7, 66, and SIE licenses, and has a strong background in financial planning, portfolio management, and investment advisory services. Joseph’s expertise extends to working with high net worth individuals, charitable organizations, and corporations.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
ME
01/02/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Skowhegan ME)
TX
07/01/2019 - 07/27/2020
VICTORY CAPITAL SERVICES, INC. (San Antonio TX)
TX
04/23/2010 - 07/01/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
03/13/2008 - 05/21/2008
THRIVENT INVESTMENT MANAGEMENT INC. (HOUSTON TX)
OH
04/18/2006 - 02/21/2008
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
BOTH
Issued 09/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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