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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 Rudy is a financial advisor with over 25 years of experience in the industry. Timothy has worked for several firms over the years, including Next Financial Group, Inc., ING Financial Partners, Inc., and Primevest Financial Services, Inc. Currently, Timothy is an Investment Advisor Representative with Ameriprise Financial Services, LLC and is licensed in several states. Timothy works with a variety of client types, including high-net-worth individuals, individuals other than high-net-worth, corporations, trusts/estates, insurance companies, pension and profit-sharing plans, and charitable organizations. His specialization is in investment and financial planning.
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
PA
09/04/2020 - Present
Ameriprise Financial Services, LLC (Reading PA)
PA
11/02/2009 - 09/08/2020
NEXT FINANCIAL GROUP, INC. (READING PA)
PA
08/19/2005 - 10/30/2009
ING FINANCIAL PARTNERS, INC. (READING PA)
MN
12/15/2004 - 07/28/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
PA
09/18/2003 - 12/17/2004
PENN SECURITIES, INC. (WYOMISSING PA)
FL
04/25/2003 - 08/01/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NJ
12/05/2001 - 04/24/2003
FUTURESHARE FINANCIAL LLC (JERSEY CITY NJ)
IN
11/19/1998 - 12/05/2001
CONSECO SECURITIES, INC. (CARMEL IN)
IN
07/11/1997 - 11/16/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/11/1997 - 08/04/1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MO
06/04/1996 - 07/10/1997
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MA
01/07/1994 - 04/18/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/07/1994 - 04/18/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 06/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/06/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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