Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Davis is a financial advisor with Ameriprise Financial Services, LLC. Timothy is also a registered Investment Advisor Representative in New Jersey. Timothy has over 20 years of experience in the financial services industry. Timothy has worked with a variety of clients, including high-net-worth individuals, families, businesses, and retirement plans. Timothy provides a wide range of financial services, including financial planning, investment management, and retirement planning. Timothy is committed to helping clients achieve their financial goals.
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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NJ
10/10/2023 - Present
Ameriprise Financial Services, LLC (LINWOOD NJ)
NY
12/06/2022 - 10/19/2023
TD PRIVATE CLIENT WEALTH LLC (NEW YORK NY)
OH
05/18/2022 - 12/13/2022
LPL FINANCIAL LLC (MAUMEE OH)
PA
10/31/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Philadelphia PA)
NJ
09/13/2018 - 04/17/2019
EDWARD JONES (WOODBURY NJ)
BOTH
Issued 10/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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