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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Alan Kush is an active investment advisor representative with Wells Fargo Clearing Services, LLC. Timothy has been in the industry since 1994 and has held licenses in several states. Timothy is registered in California, Minnesota, and North Carolina and previously held registrations with UBS Financial Services Inc. and Piper Jaffray & Co. Timothy offers portfolio management, financial planning, and investment consulting services to institutional clients.
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.
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2
MN
08/02/2019 - Present
Wells Fargo Clearing Services, LLC (TWO HARBORS MN)
MN
05/08/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (DULUTH MN)
MN
08/12/2006 - 06/03/2009
UBS FINANCIAL SERVICES INC. (DULUTH MN)
MN
01/26/2000 - 08/12/2006
PIPER JAFFRAY & CO. (DULUTH MN)
MN
09/20/1995 - 09/04/2001
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NY
02/01/1994 - 09/08/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
01/20/1995 - 01/25/1995
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MN
04/02/1993 - 04/15/1993
HAYNE, MILLER FINANCIAL, INC. (MINNEAPOLIS MN)
IA
Issued 08/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/01/1993
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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