Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy McShane is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry since March 10, 1999. Timothy has worked at American Enterprise Investment Services Inc. and Ameriprise Financial Services, Inc. Timothy is a registered investment advisor representative in Minnesota. Timothy has passed the Series 66, Series 63, Series 10, Series 9, Series 24, SIE, and Series 7 exams. Timothy specializes in retirement planning, college savings, and investment management.
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
MN
12/19/2013 - Present
Ameriprise Financial Services, LLC (MINNEAPOLIS MN)
MN
03/11/1999 - 05/09/2008
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
BOTH
Issued 06/25/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/25/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/04/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy McShane is the right advisor for you? Invested Better is here to help.
