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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Clark Mason is a financial advisor with Ameriprise Financial Services, LLC. Timothy has been in the financial industry since 1996 and is registered in 20 states. Timothy is a Certified Financial Planner and a Chartered Financial Consultant, and has held several licenses and certifications in the financial industry. Timothy has prior experience with Securian Financial Services, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States.
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
CO
02/04/2022 - Present
Ameriprise Financial Services, LLC (Pueblo CO)
CO
09/01/2016 - 02/07/2022
SECURIAN FINANCIAL SERVICES, INC. (COLORADO SPRINGS CO)
CO
08/01/1996 - 09/08/2016
AXA ADVISORS, LLC (DENVER CO)
NY
08/01/1996 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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