Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Edward Lepain is a financial advisor with Ameriprise Financial Services, LLC. Timothy has been in the industry since March 30, 2001 and has been registered with Ameriprise Financial Services, LLC since September 7, 2011. Timothy has a strong track record of success in providing financial advice to individuals, families, and businesses. Timothy is dedicated to helping clients achieve their financial goals. Timothy holds Series 6, 7, 63, and 65 licenses and is also a holder of the SIE designation.
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
MA
09/07/2011 - Present
Ameriprise Financial Services, LLC (NATICK MA)
RI
07/28/2009 - 12/08/2009
ING FINANCIAL PARTNERS, INC. (PROVIDENCE RI)
MA
03/20/2003 - 02/11/2009
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
MN
11/06/2001 - 03/05/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/06/2001 - 03/05/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
01/04/1999 - 11/08/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 07/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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