Verified
Timothy John Dijak is a financial advisor currently registered with Ameriprise Financial Services, LLC. Timothy holds a Series 7, 3, 8, 9, 10, 63, and 65 licenses. Timothy's career in the financial services industry began on August 26, 1984. Timothy has previously been employed by RAYMOND JAMES & ASSOCIATES, INC., J.J.B. HILLIARD, W.L. LYONS, INC., and FIRST OF MICHIGAN CORPORATION. Timothy's specializations include asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for 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.
1
2
MI
01/17/2019 - Present
Ameriprise Financial Services, LLC (SAGINAW MI)
MI
02/15/2008 - 11/09/2018
RAYMOND JAMES & ASSOCIATES, INC. (SAGINAW MI)
MI
11/06/1997 - 02/19/2008
J.J.B. HILLIARD, W.L. LYONS, INC. (MIDLAND MI)
MI
08/27/1984 - 12/03/1997
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
IA
Issued 08/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/14/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1988
Series 3 - National Commodity Futures Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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