Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Hansen is an investment advisor representative with over 30 years of experience in the financial services industry. He has been registered with Raymond James & Associates, Inc. since May 2007, and previously worked with FIRST INVESTORS CORPORATION from December 1984 to May 2007. Timothy holds multiple securities licenses including Series 6, 7, 26, 31, 63 and 65. Timothy holds a Series 26 license and is also a principal with Raymond James & Associates, Inc. Timothy is licensed in Indiana, Texas, Florida, Michigan, Mississippi, North Carolina, Ohio, Arizona and Connecticut. Timothy Hansen provides financial planning, portfolio management for individuals and businesses, and other investment advisory services to individuals, businesses, pension plans, insurance companies, and charitable organizations.
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.
Please see note in schedule d - miscellaneous
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.
1
2
IN
10/30/2009 - Present
Raymond James & Associates, Inc. (Greenwood IN)
IN
12/28/1984 - 05/14/2007
FIRST INVESTORS CORPORATION (INDIANAPOLIS IN)
IA
Issued 09/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/09/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/26/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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