Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Channel is an investment advisor representative with Ameriprise Financial Services, LLC. Timothy has been in the industry since December 2009. Timothy holds a Series 66 license and a Series 7 and SIE license. Timothy's current employment is with Ameriprise Financial Services, LLC in Akron, OH. Timothy previously worked with EDWARD JONES in MEDINA, OH. Timothy is registered with the following states: Alabama, Arkansas, California, Florida, Georgia, Hawaii, Illinois, Maine, Massachusetts, Michigan, Minnesota, Montana, New York, North Carolina, Ohio, South Carolina, Texas, Virginia, Washington, and West Virginia. Timothy's areas of specialization include: Retirement planning, college savings, mutual funds, stocks, bonds, annuities, and insurance. Timothy offers financial planning, educational seminars, and asset allocation services.
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.
Asset allocation services
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.
1
2
OH
11/06/2013 - Present
Ameriprise Financial Services, LLC (Akron OH)
OH
12/22/2009 - 11/04/2013
EDWARD JONES (MEDINA OH)
BOTH
Issued 12/31/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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