Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Alvin Rikimoto is a financial advisor with Fidelity Personal AND Workplace Advisors, a firm based in Boston, MA. Timothy has over 20 years of experience in the financial services industry and is registered in 53 states and the District of Columbia. Timothy specializes in providing financial planning, portfolio management, and selection of other advisors for individuals and businesses.
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.
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.
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.
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2
UT
05/10/2022 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
MN
06/07/2012 - 01/27/2015
WELLS FARGO ADVISORS, LLC (MEDINA MN)
MN
01/03/2011 - 05/24/2011
WELLS FARGO ADVISORS, LLC (BUFFALO MN)
MN
07/12/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BUFFALO MN)
NY
06/01/2009 - 08/05/2009
MORGAN STANLEY SMITH BARNEY (RIVERHEAD NY)
NY
03/08/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (RIVERHEAD NY)
NY
11/07/2006 - 01/12/2007
TD AMERITRADE, INC. (SMITHTOWN NY)
NY
12/21/1998 - 10/02/2006
CHARLES SCHWAB & CO., INC. (SMITHTOWN NY)
NY
09/04/1997 - 12/05/1997
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
NY
10/10/1996 - 08/27/1997
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
IA
Issued 04/29/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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