Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Jon Minard is a financial advisor with MM Ascend Life Investor Services, LLC, based in Cincinnati, OH. Timothy has been in the financial services industry since 1987, and has a strong track record of helping clients achieve their financial goals. Timothy holds Series 6, 7, 24, and 63 licenses, and is registered with FINRA and the state of Ohio.
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.
Maintaining registration but not actively providing advisory 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.
Maintaining registration but not serving clients
1
2
OH
08/01/2016 - Present
MM Ascend Life Investor Services, LLC (CINCINNATI OH)
IA
02/24/2010 - 05/09/2015
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
IA
04/15/1987 - 05/09/2015
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 04/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/13/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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