Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy McKenney is a financial advisor at Ameriprise Financial Services, LLC, with over 8 years of experience in the industry. Timothy is a registered representative and investment advisor in Minnesota. Timothy has held previous roles at Morgan Stanley and Charles Schwab & Co., Inc. Timothy has a broad range of experience and holds a Series 3, 7, 9, 10, 24, 63, and 66 licenses. Timothy's primary office location is in Minneapolis, MN.
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
MN
11/10/2016 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
CA
07/03/2013 - 11/01/2016
MORGAN STANLEY (SAN DIEGO CA)
AZ
10/08/2012 - 07/05/2013
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 07/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2016
Series 24 - General Securities Principal Examination
BC
Issued 12/23/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/18/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2016
Series 3 - National Commodity Futures Examination
BC
Issued 10/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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