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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 McConnell is an investment advisor representative with The Ameriflex Group, a firm that has been providing investment advisory services since 1989. Timothy has been in the industry for over 34 years and holds Series 6, 7, 24, 26, 63 and 65 securities licenses. Timothy specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and pension and profit-sharing plans. Timothy is registered to provide investment advisory services in Arizona, California, Colorado, Florida, Maryland, Montana, Nevada, Oklahoma, Utah, Wisconsin, and Wyoming.
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.
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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2
CO
09/23/2020 - Present
THE Ameriflex Group (Lone Tree CO)
CO
11/04/2019 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LONE TREE CO)
CO
03/25/2017 - 11/06/2019
MML INVESTORS SERVICES, LLC (GREENWOOD VILLAGE CO)
CO
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (COLORADO SPRINGS CO)
CO
03/20/2013 - 01/02/2015
NEW ENGLAND SECURITIES (COLORADO SPRINGS CO)
AZ
11/30/1989 - 03/27/2013
AXA ADVISORS, LLC (SCOTTSDALE AZ)
NY
11/30/1989 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 07/22/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1999
Series 24 - General Securities Principal Examination
BC
Issued 12/18/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/28/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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