Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy O'Shei is a financial advisor with over 20 years of experience in the financial services industry. Timothy has held several positions at various firms, including Ameriprise Financial Services, LLC and Sigma Financial Corporation. Timothy holds the Series 63, 65 and 7 licenses and has earned the Certified Financial Planner designation. Currently, Timothy is affiliated with MAI Capital Management, LLC as a Registered Investment Advisor (RIA). Timothy focuses on providing financial planning, portfolio management, and due diligence/research services to high-net-worth individuals, corporations, investment companies, and other businesses.
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.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
NY
04/23/2024 - Present
MAI Capital Management, LLC (Lancaster NY)
NY
06/18/2018 - 05/24/2022
AMERIPRISE FINANCIAL SERVICES, LLC (WILLIAMSVILLE NY)
MI
05/03/2000 - 12/05/2000
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
IL
09/10/1999 - 02/03/2000
ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)
OH
10/27/1998 - 08/31/1999
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
MN
01/14/1998 - 09/29/1998
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
11/22/1996 - 01/13/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/22/1996 - 01/13/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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