Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy K Souhrada is an investment advisor representative with Ameriprise Financial Services, LLC. Timothy has been in the financial industry since 2006. Timothy is registered with the state of Missouri and is licensed to provide investment advice to individuals and families. Timothy has a strong track record of success in helping clients achieve their financial goals. Prior to working at Ameriprise Financial Services, LLC, Timothy was with WELLS FARGO ADVISORS, LLC and EDWARD JONES. Timothy has experience in providing financial planning, asset allocation services, and portfolio management.
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
MO
05/13/2015 - Present
Ameriprise Financial Services, LLC (Wildwood MO)
MO
04/07/2008 - 05/11/2015
WELLS FARGO ADVISORS, LLC (ST LOUIS MO)
MO
05/31/2006 - 03/28/2008
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 04/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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