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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 McGarvey is an investment advisor representative with Ameriprise Financial Services, LLC. Timothy has been in the industry since 1997. Timothy's specializations include investment advisory services for individuals, businesses, and charitable organizations. Timothy has passed Series 6, 7, 63, and 65 securities exams and is currently registered to provide investment advisory services in Ohio and Texas. Timothy has been registered with Ameriprise Financial Services, LLC since 2013. Prior to joining Ameriprise, Timothy worked for Wells Fargo Advisors, LLC, Advest, Inc., and Fifth Third Securities, Inc.
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
OH
05/23/2013 - Present
Ameriprise Financial Services, LLC (DUBLIN OH)
OH
12/09/2005 - 05/24/2013
WELLS FARGO ADVISORS, LLC (DUBLIN OH)
CT
11/17/1999 - 12/21/2005
ADVEST, INC. (HARTFORD CT)
OH
03/27/1999 - 04/06/2000
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
01/13/1999 - 03/27/1999
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
05/12/1997 - 01/08/1999
FIFTH THIRD/THE OHIO COMPANY (CINCINNATI OH)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/09/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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