Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Altepeter is a financial advisor with Wells Fargo Clearing Services, LLC. Timothy is based in St. Louis, MO and has been in the industry since 1998. Timothy holds Series 7, 6, 63 and 66 licenses. Timothy has experience with Wells Fargo Clearing Services, LLC, CUNA Brokerage Services, INC., Wells Fargo Advisors Financial Network, LLC, Wells Fargo Advisors, LLC, VALIC Financial Advisors, INC., PNC INVESTMENTS, VALIC Financial Advisors, INC., GUARDIAN INVESTOR SERVICES LLC, U.S. BANCORP INVESTMENTS, INC., THE RIDERWOOD GROUP INCORPORATED, TOUCHSTONE SECURITIES, INC., FINANCIAL NETWORK INVESTMENT CORPORATION, MERCANTILE INVESTMENT SERVICES, INC. and CORELINK FINANCIAL, INC..
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.
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.
Investment consulting services to institutional clients
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
MO
06/17/2016 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
06/09/2015 - 05/26/2016
CUNA BROKERAGE SERVICES, INC. (HAZELWOOD MO)
MO
08/13/2014 - 06/08/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
05/23/2014 - 06/08/2015
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
05/23/2013 - 05/30/2013
VALIC FINANCIAL ADVISORS, INC. (ST. LOUIS MO)
MO
02/28/2013 - 04/30/2013
PNC INVESTMENTS (CLAYTON MO)
MO
11/23/2009 - 03/29/2012
VALIC FINANCIAL ADVISORS, INC. (ST. LOUIS MO)
NY
09/18/2007 - 06/03/2009
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
MO
01/25/2007 - 09/12/2007
U.S. BANCORP INVESTMENTS, INC. (SAINT LOUIS MO)
MD
03/17/2006 - 02/02/2007
THE RIDERWOOD GROUP INCORPORATED (TOWSON MD)
OH
10/13/2000 - 03/03/2006
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
CA
10/13/1998 - 10/04/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MO
07/01/1997 - 09/11/1998
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
MN
11/16/1995 - 07/01/1997
CORELINK FINANCIAL, INC. (ST. CLOUD MN)
BOTH
Issued 05/06/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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