Unclaimed
Timothy Stephen Meisenheimer is a registered investment advisor representative with Lasalle ST. Investment Advisors, LLC. Timothy has been in the financial services industry for over 14 years. Timothy is a registered representative in 17 states. Timothy has obtained his Series 66, Series 7 and SIE exams. Timothy has been registered with Lasalle ST. Investment Advisors, LLC since 2011. Timothy was previously registered with QA3 FINANCIAL CORP. for over two years. Timothy is experienced with financial planning and portfolio management for individuals and businesses.
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.
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.
1
2
IL
11/18/2020 - Present
Lasalle ST. Investment Advisors, LLC (WARRENVILLE IL)
IL
12/16/2008 - 02/11/2011
QA3 FINANCIAL CORP. (NAPERVILLE IL)
BOTH
Issued 02/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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