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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 Reichstein is a financial advisor currently working at Cuso Financial Services, LP. Timothy has been in the financial services industry since 2014 and holds licenses in several states. Timothy is registered with FINRA as a Registered Representative and is also licensed as an Investment Advisor Representative. He is also licensed to conduct business in Washington, Oregon and Connecticut. Timothy's expertise lies in financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for both individuals and businesses. Timothy has previously worked at Cetera Advisor Networks LLC and Edward Jones.
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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2
WA
11/18/2015 - Present
Cuso Financial Services, LP (Vancouver WA)
WA
08/12/2015 - 11/18/2015
CETERA ADVISOR NETWORKS LLC (VANCOUVER WA)
WA
05/28/2014 - 08/12/2015
EDWARD JONES (VANCOUVER WA)
BOTH
Issued 06/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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