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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 John Nolan is an investment advisor representative with Ameriprise Financial Services, LLC. Timothy is a registered investment advisor representative in Texas and has been in the industry since 2003. Timothy also holds a Series 7, Series 31 and Series 66 license and has been registered with the SEC since 2017. Timothy has previously worked at Morgan Stanley and Citigroup Global Markets Inc. Timothy specializes in working with corporations, individuals, trusts, estates, insurance companies, high-net-worth individuals and charitable organizations.
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
MA
07/29/2017 - Present
Ameriprise Financial Services, LLC (Boston MA)
MA
06/01/2009 - 06/30/2017
MORGAN STANLEY (BOSTON MA)
MA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MIDDLETON MA)
MA
03/03/2006 - 04/02/2007
MORGAN STANLEY DW INC. (DANVERS MA)
MA
03/26/2003 - 03/17/2006
CITIGROUP GLOBAL MARKETS INC. (DANVERS MA)
BOTH
Issued 04/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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