Unclaimed
Timothy Garner is a financial advisor with over 20 years of experience in the financial services industry. Timothy is registered with MML Investors Services, LLC and has a Series 66, Series 7, and SIE license. Timothy's previous experience includes working at MSI Financial Services, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Timothy Garner is also registered in the state of California, Texas, Michigan, and Illinois.
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 programs
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.
Solicitors fees
1
2
CA
05/26/2017 - Present
MML Investors Services, LLC (Pleasanton CA)
CA
08/21/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SAN RAMON CA)
CA
05/02/2002 - 09/01/2015
AMERIPRISE FINANCIAL SERVICES, INC. (PLEASANTON CA)
MN
05/02/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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