Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Wintemute is a financial professional with over 5 years of experience in the financial services industry. Timothy is currently registered with Transamerica Retirement Advisors, LLC, a registered investment advisor with a national scope, offering advisory services to individuals and businesses, including portfolio management and pension consulting. Timothy is also registered as an investment adviser representative in Colorado. Prior to joining Transamerica Retirement Advisors, LLC, Timothy worked at Empower Financial Services, Inc., a large financial services firm. Timothy holds the Series 6, Series 63, and Series 65 securities licenses, as well as the SIE exam.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
CO
04/12/2024 - Present
Transamerica Retirement Advisors, LLC (Aurora CO)
CO
05/30/2018 - 04/08/2024
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
IA
Issued 09/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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