Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tim? Claim Your ProfileTim Cherry is a financial advisor with Ameriprise Financial Services, LLC. Tim has been in the industry since August 1995 and is currently registered with FINRA and the states of Florida, Arizona, Colorado, Connecticut, Georgia, Indiana, Michigan, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and Wisconsin. Tim has a Series 6, 7, 63, and 66 and a SIE license. Previously, Tim was registered with LPL Financial LLC, Morgan Keegan & Company, Inc., AmSouth Investment Services, Inc., SouthTrust Securities, LLC, and First Union Brokerage Services, Inc. Tim has experience working with individuals, businesses, trusts/estates, charitable organizations, insurance companies, and pension and profit-sharing plans.
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
07/14/2018 - Present
Ameriprise Financial Services, LLC (FORT MYERS FL)
FL
07/01/2008 - 08/08/2017
LPL FINANCIAL LLC (FORT MYERS FL)
AL
02/13/2007 - 05/27/2008
MORGAN KEEGAN & COMPANY, INC. (BIRMINGHAM AL)
FL
05/10/2006 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (BONITA SPRINGS FL)
FL
05/06/2005 - 03/14/2006
AMSOUTH INVESTMENT SERVICES, INC. (NAPLES FL)
AL
03/19/2001 - 04/05/2005
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
AL
04/22/1999 - 03/20/2001
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
NC
05/16/1995 - 04/23/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 08/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/15/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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