Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Teddy Bean is a registered investment advisor representative with Liberty Capital Investment Corp. Timothy has been in the industry since April 8, 2005, and has experience with Ameriprise Financial Services, Inc., Wachovia Securities, LLC, and A.G. Edwards & Sons, Inc. Timothy holds the Series 66, Series 7, and SIE licenses and is licensed in multiple states. Timothy also provides insurance services outside of Liberty Capital Investment Corp.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OR
08/27/2013 - Present
Liberty Capital Investment Corp. (PORTLAND OR)
OR
09/12/2008 - 07/23/2009
AMERIPRISE FINANCIAL SERVICES, INC. (PORTLAND OR)
OR
01/01/2008 - 09/17/2008
WACHOVIA SECURITIES, LLC (PORTLAND OR)
OR
04/04/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PORTLAND OR)
BOTH
Issued 04/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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