Unclaimed
Timothy McClurg is an investment advisor representative at Ameriprise Financial Services, LLC. Timothy has been in the industry since 1993 and is currently registered in North Carolina and Virginia. Timothy has worked for Ameriprise Financial Services, LLC before, from 1993 to 2007. Timothy has also worked at Riversource Distributors, Inc. and IDS Life Insurance Company. Timothy holds the Series 7, Series 63 and SIE licenses. Timothy has a strong track record of providing financial advice to individuals, families, and businesses. Timothy is committed to helping clients achieve their financial goals. Timothy specializes in financial planning, investment management, and retirement planning.
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
VA
09/21/2022 - Present
Ameriprise Financial Services, LLC (CHARLOTTESVILLE VA)
MN
01/01/2007 - 09/12/2022
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
07/14/1993 - 01/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
07/14/1993 - 12/31/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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