Unclaimed
Timothy Schor is a financial advisor with Ameriprise Financial Services, LLC. Timothy has been in the industry since March 17, 1981, and has held registrations with multiple firms in the past. Timothy is currently registered with the state of Texas as a Registered Agent. Timothy has a wide range of experience in the financial services industry, having worked with a variety of clients, including individuals, families, businesses, and institutions. Timothy specializes in a number of areas, including asset allocation, financial planning, pension consulting, and portfolio management. Timothy is also active in the community and has a strong commitment to helping clients achieve their financial goals.
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
OR
09/26/2008 - Present
Ameriprise Financial Services, LLC (EUGENE OR)
MN
03/18/1981 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
03/18/1981 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 04/03/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/16/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Schor is the right advisor for you? Invested Better is here to help.