Unclaimed
Timothy Crain is a financial advisor with Ameriprise Financial Services, LLC. Timothy has over 27 years of experience in the financial services industry. Timothy is licensed to provide financial advice in multiple states, including Alabama, Georgia, Mississippi, South Carolina, and Texas. Timothy is also a Certified Financial Planner. Timothy has a strong track record of helping clients achieve their financial goals. Timothy specializes in providing financial advice to individuals, families, businesses, and non-profit organizations. Timothy is committed to providing his clients with personalized financial advice that meets their unique needs.
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
SC
10/04/2006 - Present
Ameriprise Financial Services, LLC (COLUMBIA SC)
MN
11/28/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/19/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/06/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/22/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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