Unclaimed
Timothy C. Fitzbag is a financial advisor with over 25 years of experience in the industry. Timothy currently works with Ameriprise Financial Services, LLC. Timothy is registered with the state of Florida and New Hampshire. Timothy has earned various licenses and certifications, including Series 4, Series 7, Series 24, Series 51, and Series 63. Timothy also holds a license to sell insurance. In addition to working with individual clients, Timothy also works with trusts, estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and other 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.
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
NH
12/31/1997 - Present
Ameriprise Financial Services, LLC (GILFORD NH)
MN
11/04/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2006
Series 4 - Registered Options Principal Examination
BC
Issued 10/11/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/08/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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