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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 Eugene Gardner is a financial advisor with Ameriprise Financial Services, LLC. He has been in the industry since June 17, 1994. Timothy Gardner is registered to provide investment advice in 22 states. Timothy Gardner is also registered as a broker-dealer in 20 states. He is a Series 63 and 65 licensed professional. Timothy Gardner has specialized in providing advice to individuals, corporations, charitable organizations, and trusts. He is also experienced in offering financial planning, pension consulting, and educational seminars.
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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CA
02/13/2014 - Present
Ameriprise Financial Services, LLC (San Diego CA)
CA
03/27/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SAN DIEGO CA)
CA
08/08/2007 - 03/30/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (VISTA CA)
CA
07/14/2004 - 08/01/2007
STONE & YOUNGBERG LLC (SAN DIEGO CA)
NY
11/04/1997 - 07/20/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
11/24/1995 - 10/30/1997
SMITH BARNEY INC. (NEW YORK NY)
NJ
06/08/1994 - 11/29/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 06/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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