Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Riis is a financial advisor with over 25 years of experience in the industry. Timothy is currently registered with Integrated Wealth Concepts LLC and has been with them since 2019. Prior to that, Timothy was with Lincoln Financial Advisors Corporation for over 20 years, beginning in 1995. Timothy holds Series 6, 7 and 63 licenses and the SIE exam. Timothy works with individual clients and families providing financial planning and portfolio management.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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CA
05/10/2019 - Present
Integrated Wealth Concepts LLC (San Diego CA)
CA
12/18/1995 - 05/16/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (SAN DIEGO CA)
IN
12/18/1995 - 05/16/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
11/11/1993 - 01/12/1996
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
11/11/1993 - 01/12/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 11/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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