Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Wakefield is a financial advisor at Ameriprise Financial Services, LLC, located in Florence, Alabama. Timothy is a registered representative and investment advisor representative. Timothy has been in the industry since 2008. Timothy specializes in providing financial planning and investment advice to individuals, families, and businesses. Timothy also offers a variety of other services, including asset allocation, portfolio management, and pension consulting. Timothy is committed to helping clients achieve their financial goals.
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
AL
06/01/2020 - Present
Ameriprise Financial Services, LLC (Florence AL)
AL
09/09/2008 - 06/20/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORENCE AL)
BOTH
Issued 05/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/04/2020
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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