Unclaimed
Timothy Jay Maestas is an investment advisor representative who has been in the industry since October 1995. Timothy is currently registered with Ameriprise Financial Services, LLC and has been with the firm since September 2005. Timothy is also registered with the state of Colorado and Texas. Timothy previously worked at IDS LIFE INSURANCE COMPANY in Minneapolis, Minnesota. Timothy has passed the Series 63, Series 7, and SIE exams. Timothy also has a background in Business Ownership.
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
CO
08/20/2014 - Present
Ameriprise Financial Services, LLC (DENVER CO)
MN
10/12/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 12/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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