Unclaimed
Timothy Drechsel is an investment advisor representative with Wintrust Investments LLC. Timothy has been in the industry since 2010 and is licensed in several states. Timothy has experience in both the brokerage and advisory sides of the industry. He has a broad range of experience in financial planning, portfolio management, and selection of other advisors.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
11/12/2021 - Present
Wintrust Investments LLC (GLEN ELLYN IL)
IL
10/01/2012 - 11/12/2021
J.P. MORGAN SECURITIES LLC (OAK BROOK IL)
IL
06/30/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MT. PROSPECT IL)
BOTH
Issued 10/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/29/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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