Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Walsh is a financial advisor with Ameriprise Financial Services, LLC based in FAIRFIELD, OH. Timothy has been working in the industry since February 25, 1987. Timothy holds a Series 7 and Series 63 license as well as a Series 65 and SIE exam. Timothy has also registered with the following states: Alabama, Arizona, California, Florida, Illinois, Indiana, Kentucky, Montana, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia, and Wisconsin. Timothy's firm, Ameriprise Financial Services, LLC, manages over $1 billion in assets and has over 140,000 clients. The firm provides a variety of financial services, including financial planning, portfolio management, and retirement 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.
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
OH
03/23/2012 - Present
Ameriprise Financial Services, LLC (FAIRFIELD OH)
IA
Issued 12/05/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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