Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Thielen is a financial advisor with Integrated Wealth Concepts LLC. Timothy has been in the industry since 2000 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Timothy holds the Series 3, 7, 24, 63 and 65 licenses. Timothy is committed to providing clients with personalized financial advice and helping them achieve their financial goals. Timothy is also a licensed insurance agent and has experience offering disability insurance, fixed annuities, long-term care insurance and traditional life insurance products. Timothy's previous experience includes working with Lincoln Financial Advisors Corporation, MML Investors Services, LLC and MetLife Securities Inc.
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.
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.
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
FL
07/13/2023 - Present
Integrated Wealth Concepts LLC (Miami FL)
FL
03/04/2016 - 08/07/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (BOCA RATON FL)
FL
01/29/2015 - 03/11/2016
MML INVESTORS SERVICES, LLC (CORAL GABLES FL)
NY
11/07/2011 - 07/11/2012
T3 TRADING GROUP, LLC (NEW YORK NY)
FL
10/07/2009 - 05/18/2011
METLIFE SECURITIES INC. (PLANTATION FL)
FL
06/15/2007 - 09/28/2009
PURSHE KAPLAN STERLING INVESTMENTS (DAVIE FL)
FL
08/15/2002 - 02/22/2007
METLIFE SECURITIES INC. (PLANTATION FL)
FL
08/15/2002 - 02/22/2007
METROPOLITAN LIFE INSURANCE COMPANY (PLANTATION FL)
MA
01/12/2000 - 08/14/2002
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NJ
05/14/1998 - 12/23/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 01/29/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/2002
Series 24 - General Securities Principal Examination
BC
Issued 08/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/10/2014
Series 3 - National Commodity Futures Examination
Active
Inactive
Not sure Timothy Thielen is the right advisor for you? Invested Better is here to help.
