Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tim? Claim Your ProfileTim Benzel is a registered investment advisor representative with Invesco Managed Accounts, LLC based in Seattle, Washington. Tim has been working in the financial industry since 2007, and previously worked at Seattle-Northwest Securities Corporation and Neuberger Berman LLC. Tim is a Chartered Financial Analyst and holds both Series 7 and Series 66 licenses. Tim provides portfolio management services for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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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WA
10/21/2010 - Present
Invesco Managed Accounts, LLC (SEATTLE WA)
WA
10/21/2010 - 07/12/2013
SEATTLE-NORTHWEST SECURITIES CORPORATION (SEATTLE WA)
NY
09/24/2007 - 06/22/2010
NEUBERGER BERMAN LLC (NEW YORK NY)
BOTH
Issued 10/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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