Unclaimed
Timothy Stenger is a financial advisor with over 10 years of experience in the financial services industry. Timothy is currently registered with Morgan Stanley. Timothy has been registered with the firm since February 2022. Previously Timothy was registered with TRANSAMERICA INVESTORS SECURITIES CORPORATION. Timothy is a licensed and registered advisor in multiple states, including Texas, Colorado and New Mexico. Timothy's registration allows them to advise on a wide range of financial products and services, including asset allocation, financial planning, portfolio management, and pension consulting.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CO
11/03/2022 - Present
Morgan Stanley (Denver CO)
CO
07/01/2019 - 03/04/2022
TRANSAMERICA INVESTORS SECURITIES CORPORATION (DENVER CO)
CO
03/20/2019 - 07/01/2019
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
02/07/2017 - 08/30/2017
J.P. MORGAN SECURITIES LLC (ENGLEWOOD CO)
CO
07/13/2011 - 09/16/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
01/12/2010 - 12/21/2010
WADDELL & REED, INC. (DENVER CO)
BOTH
Issued 05/05/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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