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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Burgess is a financial advisor with Ameriprise Financial Services, LLC. He has been working in the financial services industry since April 25, 2004. Timothy is registered with the state of Rhode Island as a Registered Representative and an Investment Advisor Representative. He is also registered with the state of Massachusetts and 13 other states. Timothy is a Series 6, 7, 63 and 65 licensed advisor with a SIE. He is a board member at Burgess and has been working in the financial services industry since 2004. Timothy specializes in providing financial planning, asset allocation, and investment management services to individuals, families, trusts and estates, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans.
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.
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2
MA
06/05/2009 - Present
Ameriprise Financial Services, LLC (Mansfield MA)
MN
08/25/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
RI
04/14/2004 - 08/12/2004
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
IA
Issued 06/04/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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