Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy McCleerey is a financial advisor with Ameriprise Financial Services, LLC, specializing in providing a wide range of financial services to clients. Timothy has been in the financial services industry since 2009 and has a strong understanding of the market. Timothy is a registered representative with FINRA and holds the Series 66, SIE, and Series 7 licenses. Timothy has experience working with individuals, businesses, trusts, and estates. Timothy currently holds registrations in several states and is committed to providing personalized financial advice to meet the unique needs of each client.
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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VA
08/03/2012 - Present
Ameriprise Financial Services, LLC (WOODBRIDGE VA)
VA
05/23/2012 - 08/07/2012
WELLS FARGO ADVISORS, LLC (ALEXANDRIA VA)
VA
08/24/2009 - 07/01/2011
COMMONWEALTH FINANCIAL NETWORK (FAIRFAX VA)
BOTH
Issued 12/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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