Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Jensen is a financial advisor with over 18 years of experience in the financial services industry. Timothy is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 66 and SIE licenses. Timothy is currently registered with Osaic Wealth, Inc. in Colorado and Texas. Timothy's experience includes working with individuals, families, and businesses. Timothy also provides financial planning and investment management services.
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.
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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CO
09/25/2024 - Present
Osaic Wealth, Inc. (Arvada CO)
CO
04/15/2021 - 11/03/2023
FSC SECURITIES CORPORATION (Arvada CO)
CO
02/26/2016 - 04/20/2021
WELLS FARGO CLEARING SERVICES, LLC (BOULDER CO)
CO
06/28/2013 - 03/11/2016
J.P. MORGAN SECURITIES LLC (ARVADA CO)
CO
11/07/2011 - 06/04/2013
MORGAN STANLEY (DENVER CO)
CO
10/08/2009 - 10/14/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DENVER CO)
CO
02/13/2008 - 09/28/2009
CHASE INVESTMENT SERVICES CORP. (FIRESTONE CO)
CO
02/16/2005 - 12/20/2007
AXA ADVISORS, LLC (FIRESTONE CO)
BOTH
Issued 11/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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