Unclaimed
Timothy Gardner is a financial advisor with over 20 years of experience in the financial services industry. He currently works with Ameriprise Financial Services, LLC. Timothy Gardner specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. He is licensed to conduct securities business in several states.
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.
1
2
PA
06/04/2007 - Present
Ameriprise Financial Services, LLC (MONROEVILLE PA)
MN
10/21/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
GA
09/18/2001 - 07/08/2002
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 11/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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