Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Halverson is an investment advisor representative with Russell Investments. Timothy has been in the industry since December 1997. Timothy has passed the Series 6, 7, 63, 65 and 66 exams. Timothy is licensed to provide investment advice in Illinois, Washington and Wisconsin. Timothy has also worked at Coastal Discount Stockbrokers, Inc., USALLIANZ INVESTOR SERVICES, LLC and Strong Investments, Inc.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of revenue/intracompany agrmts and % of assets/advsmt
1
2
WI
09/17/2007 - Present
Russell Investments (OAK CREEK WI)
NC
01/06/2004 - 06/17/2004
COASTAL DISCOUNT STOCKBROKERS, INC. (WILMINGTON NC)
MN
01/14/2002 - 01/06/2004
USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)
WI
11/14/1997 - 01/11/2002
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
BOTH
Issued 09/19/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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