Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Okeefe is a financial professional with over 30 years of experience in the financial services industry. Timothy currently works with Ameriprise Financial Services, LLC, and is registered with the state of Minnesota. Timothy's prior experience includes roles at ING FINANCIAL PARTNERS, INC., UVEST FINANCIAL SERVICES GROUP, INC., IFMG SECURITIES, INC., TCF INVESTMENTS, INC., SECURIAN FINANCIAL SERVICES, INC., and KIMBRIDGE & CO., INC. Timothy holds the following licenses: Series 63, Series 65, Series 7, Series 24, Series 51, and Series 53. Timothy specializes in providing financial advice to a wide range of clients, including individuals, high-net-worth individuals, trusts, estates, corporations, businesses, 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.
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2
MN
07/25/2011 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
09/15/2010 - 03/10/2011
ING FINANCIAL PARTNERS, INC. (HASTINGS MN)
MN
01/24/2008 - 11/05/2008
UVEST FINANCIAL SERVICES GROUP, INC. (MINNEAPOLIS MN)
MN
11/30/2006 - 02/05/2008
IFMG SECURITIES, INC. (MINNEAPOLIS MN)
MN
07/22/2002 - 12/31/2006
TCF INVESTMENTS, INC. (MINNEAPOLIS MN)
MN
08/25/1988 - 07/11/2002
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
NA
07/22/1987 - 08/09/1988
KIMBRIDGE & CO., INC.
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/12/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/19/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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