Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Arnold Benes is a financial advisor with Ameriprise Financial Services, LLC. Timothy has over 10 years of experience in the financial services industry. Timothy is licensed to provide investment advice in several states including Wisconsin, Illinois, Minnesota, Michigan, New York, and California. Timothy's expertise lies in providing financial planning and investment management services to a variety of clients, including individuals, families, corporations, and trusts. Timothy has held previous positions at Park Avenue Securities LLC and OneAmerica Securities, Inc. Timothy is committed to providing clients with personalized financial guidance and helping them achieve their financial goals.
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.
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WI
01/01/2013 - Present
Ameriprise Financial Services, LLC (GREEN BAY WI)
NY
02/07/2012 - 08/31/2012
PARK AVENUE SECURITIES LLC (NEW YORK NY)
WI
01/17/2011 - 12/31/2011
ONEAMERICA SECURITIES, INC. (DE PERE WI)
BOTH
Issued 12/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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