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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 Bachmann is a financial advisor at Concourse Financial Group Securities, Inc. He has been working in the financial services industry since 1996 and has held various positions with companies such as Edward Jones and ING Financial Partners, Inc. Timothy holds licenses for Series 6, 7, 63 and 66. Timothy has been registered with Concourse Financial Group Securities, Inc. since 2016. Timothy's areas of expertise include financial planning, portfolio management for individuals and businesses, and educational seminars. Timothy is a member of the board of directors of the Scholarship Foundation at Archie Williams High School.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
02/22/2016 - Present
Concourse Financial Group Securities, Inc. (San Anselmo CA)
MO
08/03/2013 - 01/14/2016
EDWARD JONES (ST LOUIS MO)
CO
01/15/2013 - 04/17/2013
THE LEADERS GROUP, INC. (LITTLETON CO)
MN
01/20/2011 - 12/31/2012
ING FINANCIAL PARTNERS, INC. (STILLWATER MN)
CO
12/03/2004 - 12/02/2008
HARTFORD EQUITY SALES COMPANY INC. (GREENWOOD VILLAGE CO)
MO
08/13/1993 - 09/30/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 08/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/19/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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