Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy John Potjer is a financial professional with over 30 years of experience in the industry. Timothy has a Series 6, Series 7, Series 63 and Series 65 licenses and is also a Certified Financial Planner and Chartered Financial Consultant. Timothy is currently registered with Eagle Strategies LLC and has been with the firm since 2009. Timothy is also registered with the state of Michigan as an Investment Advisor Representative. Timothy has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Timothy's specializations include investment planning, retirement planning, estate planning, and insurance planning.
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.
Personalized portfolio management to meet individual financial objectives.
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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MI
05/28/2010 - Present
Eagle Strategies LLC (BYRON CENTER MI)
IA
Issued 03/17/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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