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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Temeyer is an investment advisor representative with Ameriprise Financial Services, LLC in Winter Park, Florida. Thomas has been in the industry since September 29, 1995. Thomas has a Series 6, Series 7, Series 63, and Series 65 licenses. Thomas is registered with 26 states and the District of Columbia. Thomas is also registered as an investment advisor representative with Ameriprise Financial Services, LLC in Kentucky and Texas.
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
FL
06/27/2024 - Present
Ameriprise Financial Services, LLC (Winter Park FL)
CA
07/09/2019 - 10/12/2020
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SAN MATEO CA)
FL
03/16/2001 - 10/08/2020
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
NJ
10/07/1999 - 03/16/2001
TFS SECURITIES, INC. (LINCROFT NJ)
CA
05/17/1995 - 09/14/1999
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
IA
Issued 02/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/08/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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