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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Jerome Herman is an investment advisor representative currently registered with Ameriprise Financial Services, LLC. Timothy has been in the industry since 1991 and has held several positions at firms including Comerica Securities, Ameriprise Financial Services, Inc., and Ameriprise Advisor Services, Inc. Timothy is registered in 51 states and is a Series 7, 24, 63, 99TO and SIE exam holder. Timothy provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals.
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.
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2
MI
11/03/2023 - Present
Ameriprise Financial Services, LLC (Bloomfield Hills MI)
MI
09/15/2011 - 11/03/2023
COMERICA SECURITIES (BLOOMFIELD HILLS MI)
MN
10/05/2009 - 11/05/2009
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MI
10/25/1989 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (DETROIT MI)
BC
Issued 12/11/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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