Unclaimed
Timothy Thurston is an investment advisor representative who has been in the industry since August 2004. Timothy has passed the Series 7, Series 31, Series 65, and Series 66 exams. Timothy currently works at Ameriprise Financial Services, LLC. Timothy has been registered with Ameriprise Financial Services, LLC since September 2013. Before working at Ameriprise Financial Services, LLC, Timothy was registered with Ameriprise Financial Services, Inc. for over four years and was also previously registered with Morgan Stanley & Co., Incorporated and Morgan Stanley DW Inc. Timothy has a long and varied career in financial services.
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.
1
2
CO
07/23/2014 - Present
Ameriprise Financial Services, LLC (COLORADO SPRINGS CO)
CO
03/30/2009 - 03/21/2013
AMERIPRISE FINANCIAL SERVICES, INC. (COLORADO SPRINGS CO)
CO
04/02/2007 - 11/29/2007
MORGAN STANLEY & CO., INCORPORATED (COLORADO SPRINGS CO)
CO
02/24/2003 - 04/02/2007
MORGAN STANLEY DW INC. (CENTENNIAL CO)
NY
08/29/2002 - 01/15/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 10/11/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 08/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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