Unclaimed
Timothy James Tousignant is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management. Timothy is also a registered representative in Minnesota and Texas, with a combined experience of over 20 years in the industry. Timothy is an active member of the financial services industry and has a strong reputation for providing clients with personalized financial advice and guidance. He has a proven track record of helping clients achieve their financial goals. Timothy has several licenses and certifications, including Series 7, Series 24, Series 63, and Series 65. Timothy also has a strong understanding of various investment products and services, such as retirement planning, college savings, and estate planning. He is committed to helping clients achieve their financial goals and aspirations.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
03/12/2009 - Present
LPL Financial LLC (HASTINGS MN)
CA
10/30/2001 - 02/04/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
IA
Issued 08/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Tousignant is the right advisor for you? Invested Better is here to help.