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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Mahieu is a financial advisor with over 20 years of experience in the industry. Timothy is registered with Integrated Wealth Concepts LLC and provides investment advisory services through the firm. Timothy has been a registered representative with LPL Financial since 2017. Timothy has a variety of experience serving clients in financial planning, pension consulting, portfolio management, and the selection of other advisors. Timothy serves a variety of clients including individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Timothy's current licenses include Series 3, 7, and 63 and Series 65. Timothy is registered in several states including Wyoming, Montana, Colorado, Arizona, California, Florida, Michigan, and Nebraska.
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.
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
WY
08/05/2021 - Present
Integrated Wealth Concepts LLC (CODY WY)
WY
01/03/2011 - 03/15/2017
WELLS FARGO CLEARING SERVICES, LLC (POWELL WY)
WY
07/01/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (CODY WY)
WY
09/13/2006 - 07/01/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (CODY WY)
WY
06/19/2001 - 09/25/2006
INVESTMENT CENTERS OF AMERICA, INC. (CODY WY)
MO
10/12/1999 - 06/12/2000
EDWARD JONES (ST. LOUIS MO)
NA
09/24/1982 - 09/21/1984
E. F. HUTTON & COMPANY INC
IA
Issued 04/27/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1982
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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