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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Haas is a financial advisor with over 30 years of experience in the financial services industry. Timothy is currently registered with Wells Fargo Clearing Services, LLC. He has previously been registered with U.S. Bancorp Investments, Inc., UBS Financial Services Inc., Piper Jaffray & Co., and IDS/American Express Inc., among others. Timothy is a licensed agent in Minnesota, Texas, Arizona, Florida, Kansas, New Mexico, Ohio, South Carolina, South Dakota, and Wisconsin. He holds the Series 63, Series 7, and Series 1 licenses. Timothy is a specialization in the following areas: Portfolio management for individuals, Portfolio management for businesses, Investment consulting services to institutional clients, Pension consulting, and Selection of other advisors.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
01/19/2024 - Present
Wells Fargo Clearing Services, LLC (BROOKLYN PARK MN)
MN
11/12/2010 - 04/05/2017
U.S. BANCORP INVESTMENTS, INC. (MINNETONKA MN)
NJ
08/12/2006 - 11/18/2010
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MN
01/31/2000 - 08/12/2006
PIPER JAFFRAY & CO. (WAYZATA MN)
MN
05/28/1993 - 09/04/2001
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
IA
11/07/1991 - 05/26/1993
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NA
07/10/1990 - 04/22/1991
KINGLAND CAPITAL CORPORATION
WI
09/18/1989 - 01/13/1990
NML EQUITY SERVICES, INC. (MILWAUKEE WI)
WI
09/18/1989 - 01/13/1990
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
12/22/1987 - 06/14/1989
ISFA CORPORATION (APPLETON WI)
NA
07/26/1984 - 01/06/1987
OFFERMAN & CO., INC.
NA
09/13/1979 - 08/10/1984
IDS LIFE INSURANCE COMPANY
NA
09/13/1979 - 08/10/1984
IDS MARKETING CORPORATION
NA
09/13/1979 - 08/10/1984
IDS/AMERICAN EXPRESS INC.
BC
Issued 04/20/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 08/30/1979
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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