Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Fries is a financial advisor who has been in the industry since 1994. He is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since 2004. Timothy is also the owner of Fries Financial Group LLC. Timothy holds a number of licenses and designations including the Series 7, 8, 10, 24, 31, 63, and SIE exams. He is also a Certified Financial Planner. Timothy offers a wide range of financial services including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. His firm provides services for a variety of clients, including individuals, corporations, institutions, and trusts.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WI
05/28/2009 - Present
Raymond James Financial Services Advisors, Inc. (CHIPPEWA FALLS WI)
MO
12/05/1994 - 12/15/2004
EDWARD JONES (ST. LOUIS MO)
BC
Issued 12/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/03/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/09/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 12/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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