Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Bowrey is a financial advisor with Ameriprise Financial Services, LLC, with over 15 years of experience in the financial services industry. Timothy has been registered with Ameriprise Financial Services, LLC since 2023. Prior to that, Timothy was registered with RAYMOND JAMES & ASSOCIATES, INC. from 2013 to 2023 and MORGAN KEEGAN & COMPANY, INC. from 2008 to 2013. Timothy holds the Series 66, 9, 10, and 7 licenses as well as the SIE. Timothy is a Certified Financial Planner and has a strong background in providing financial planning, investment management, and asset allocation services.
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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2
TX
08/18/2023 - Present
Ameriprise Financial Services, LLC (DALLAS TX)
TX
02/13/2013 - 08/29/2023
RAYMOND JAMES & ASSOCIATES, INC. (DALLAS TX)
TX
08/20/2008 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (DALLAS TX)
BOTH
Issued 11/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/23/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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