Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Boostrom is a financial advisor at Stifel Independent Advisors, LLC in St. Louis, MO. Timothy has over 20 years of experience in the financial services industry. Timothy holds the Series 7, Series 6, Series 63, and Series 65 securities licenses and is also a Certified Financial Planner. Timothy has previously worked at Wells Fargo Advisors Financial Network, LLC and A.G. Edwards & Sons, 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.
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.
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.
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2
MO
06/02/2021 - Present
Stifel Independent Advisors, LLC (ST. LOUIS MO)
MO
02/26/2010 - 06/09/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
01/01/2008 - 02/26/2010
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
02/23/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
09/12/2003 - 09/08/2006
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
AZ
10/01/2002 - 09/04/2003
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
08/02/1999 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 06/06/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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