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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 Khin is a financial advisor with over 29 years of experience in the financial services industry. Timothy has been registered with Ameriprise Financial Services, LLC since July 1993 and is currently licensed in Washington. Timothy holds Series 7, 24, 51, 63, and 65 licenses. Timothy also has a Real Estate license and has been working at Preview Properties since December 2012. Timothy specializes in portfolio management for individuals and businesses, financial planning, and educational seminars. Timothy's firm, Ameriprise Financial Services, LLC, is a large firm with over $479 billion in assets under management. Ameriprise Financial Services, LLC provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.
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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2
WA
07/06/1993 - Present
Ameriprise Financial Services, LLC (Seattle WA)
MN
04/06/1993 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/16/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/04/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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