Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Gilbert Lassen is a financial advisor with over 16 years of experience in the industry. Timothy currently works with LPL Financial LLC in Wallingford, CT. Previously, Timothy worked with VOYA FINANCIAL ADVISORS, INC., ING FINANCIAL ADVISERS, LLC, AXA ADVISORS, LLC, and WADDELL & REED, INC. Timothy is registered in Arkansas, Connecticut, District of Columbia, Florida, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Rhode Island, South Carolina, Utah, Vermont, and Virginia. Timothy holds the Series 6, Series 7, Series 63, and Series 65 licenses, as well as the SIE exam.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
12/15/2021 - Present
LPL Financial LLC (WALLINGFORD CT)
CT
01/03/2011 - 12/17/2021
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
04/23/2008 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (NORTH HAVEN CT)
CT
04/07/2006 - 03/12/2008
AXA ADVISORS, LLC (HAMDEN CT)
KS
08/01/2005 - 03/21/2006
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 12/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Lassen is the right advisor for you? Invested Better is here to help.
