Unclaimed
Timothy James Rueter is a financial advisor with over 22 years of experience in the industry. Timothy currently works for Raymond James Financial Services Advisors, Inc. and previously worked for THRIVENT INVESTMENT MANAGEMENT INC. Timothy has worked in Wheaton, Illinois for a significant portion of his career and is licensed to provide financial advice in several states including Texas, Illinois, and Arizona. Timothy has experience providing a wide range of financial advisory services, including portfolio management, financial planning, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
IL
09/29/2011 - Present
Raymond James Financial Services Advisors, Inc. (WHEATON IL)
IL
12/05/2001 - 07/15/2011
THRIVENT INVESTMENT MANAGEMENT INC. (WHEATON IL)
BOTH
Issued 12/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/21/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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