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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 Ryan Ippisch is a financial advisor with Raymond James Financial Services Advisors, Inc.. Timothy has been in the industry for over 22 years. Timothy has experience in a variety of financial areas, including financial planning, portfolio management, pension consulting, and selection of other advisors. Timothy is a Certified Financial Planner and a Chartered Financial Consultant. Prior to joining Raymond James, Timothy worked at Northwestern Mutual Investment Services, LLC. Timothy is registered with the Financial Industry Regulatory Authority (FINRA) and holds the following licenses: Series 6, Series 7, Series 9, Series 10, Series 63, and Series 65.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
11/12/2019 - Present
Raymond James Financial Services Advisors, Inc. (DAYTON OH)
OH
07/05/2000 - 02/22/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BEAVERCREEK OH)
WI
07/05/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 01/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/07/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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