Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Irving Horkan is a financial advisor in Madison, WI. Timothy has been in the financial services industry since June 16, 1995. Timothy is currently registered with U.S. Bancorp Investments, Inc. and has been with the firm since October 6, 2004. Timothy has worked with U.S. Bancorp Investments, Inc. previously in Saint Paul, MN. Timothy has also worked with Firstar Investment Services,Inc., CUNA Brokerage Services, Inc., and Firstar Investment Services,Inc. Timothy holds the Series 6, Series 7, Series 63, and SIE licenses. Timothy specializes in providing financial planning, portfolio management for individuals, publication of periodicals, selection of other advisors, and portfolio management for businesses.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WI
10/06/2004 - Present
U.s. Bancorp Investments, Inc. (Madison WI)
MN
12/01/2001 - 10/07/2002
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NJ
02/14/2001 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
IA
01/01/1999 - 04/16/1999
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NJ
08/19/1991 - 01/14/1999
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
BC
Issued 08/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1992
Series 7 - General Securities Representative Examination
BC
Issued 08/16/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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