Unclaimed
Timothy Paul Rahmeier is an active Registered Representative and Investment Advisor Representative, with experience in the financial services industry since September 30, 2005. Timothy is registered with Commonwealth Financial Network, and has a branch office in Glenwood Springs, CO. Timothy's registrations include Series 66, Series 7 and SIE exams. Timothy has a strong background in financial planning and portfolio management for individuals and businesses. In addition to working with Commonwealth Financial Network, Timothy is also the owner and president of Advance Financial, Inc., a private entity created as an operating company for securities and investment advisory business.
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.
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.
1
2
CO
10/28/2005 - Present
Commonwealth Financial Network (GLENWOOD SPRINGS CO)
BOTH
Issued 10/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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