Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Nielsen is a financial advisor with over 7 years of experience in the financial services industry. Timothy holds the Series 66, Series 7, and SIE licenses. Timothy is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with Thrivent Investment Management Inc. Timothy has previously worked with Oppenheimer & Co. Inc. and Commerce Brokerage Services, Inc.. Timothy is also registered in 11 states.
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.
Personalized portfolio management to meet individual financial objectives.
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
MO
06/21/2024 - Present
Thrivent Investment Management Inc. (St Louis MO)
MO
02/11/2019 - 01/27/2023
OPPENHEIMER & CO. INC. (ST. LOUIS MO)
MO
05/25/2016 - 02/04/2019
COMMERCE BROKERAGE SERVICES, INC. (CLAYTON MO)
BOTH
Issued 06/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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