Unclaimed
Timothy Ren Gingles is a financial advisor with over 23 years of experience in the financial services industry. Timothy has held a Series 7, Series 6, Series 63, Series 31, Series 24, and Series 65 license, and is currently registered with LPL Financial LLC in Kansas, Missouri, and Texas. Previously, Timothy was registered with Ameriprise Financial Services, LLC and Waddell & Reed, Inc. Timothy is dedicated to providing personalized financial planning and investment management services to individuals, families, and businesses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
05/27/2021 - Present
LPL Financial LLC (OVERLAND PARK KS)
KS
04/23/2012 - 05/28/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Overland Park KS)
KS
03/31/2010 - 04/27/2012
WADDELL & REED, INC. (OVERLAND PARK KS)
MO
06/24/2005 - 04/05/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KANSAS CITY MO)
NY
08/04/1999 - 06/14/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
GA
10/15/1998 - 08/20/1999
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 03/05/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 07/22/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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