Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Alan Brueggeman is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Timothy has been active in the financial industry since June 1, 1993. Timothy has a strong track record in the industry, having worked with A. G. Edwards & Sons, Inc. prior to his current role. His licenses include Series 63, Series 66, and Series 7. He is currently registered in 33 states and has a diverse client base, serving individuals, corporations, institutions, and charitable organizations. In addition to his financial advisory work, Timothy is also a 50% owner of The Temple, an entertainment and reception hall in Alton, Illinois.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
01/11/2018 - Present
Wells Fargo Clearing Services, LLC (ALTON IL)
IL
06/02/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ALTON IL)
BOTH
Issued 12/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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