Unclaimed
Timothy Christian Drumm is a financial advisor with over 20 years of experience in the industry. He has been a registered representative with Private Advisor Group, LLC since 2013 and previously worked with Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Timothy Drumm holds Series 7 and Series 66 licenses, as well as the Securities Industry Essentials (SIE) exam. He specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. He is also a registered investment advisor for Private Advisor Group, LLC. Timothy Drumm has a strong track record of success and is committed to providing his clients with the highest level of service and expertise.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
07/24/2024 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
NY
01/11/2001 - 10/31/2006
AMERIPRISE FINANCIAL SERVICES, INC. (CLIFTON PARK NY)
MN
01/11/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
09/19/2000 - 10/31/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/19/2000 - 10/31/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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