Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy McQueen is a registered investment advisor representative with Principal Asset Management. Timothy has been in the financial services industry since 2005. Timothy has passed the Series 7, Series 63, Series 66, and SIE exams. Timothy's current registrations include: Oregon and Alaska. Timothy is also registered with FINRA and is a member of the Securities Industry and Financial Markets Association (SIFMA). Prior to joining Principal Asset Management, Timothy was an investment advisor representative at E*TRADE Securities LLC and Morgan Stanley DW Inc.
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.
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.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Charge on a cost allocation basis to principal life
1
2
OR
03/01/2022 - Present
Principal Asset Management (Tualatin OR)
CA
01/26/2005 - 09/19/2006
E*TRADE SECURITIES LLC (RANCHO CORDOVA CA)
NY
03/17/2004 - 05/18/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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