Unclaimed
Timothy Dahlquist is a financial advisor with American Enterprise Investment Services Inc. located in Minneapolis, Minnesota. Timothy has been a financial advisor since 1988. Timothy is registered with FINRA and the state of Minnesota. He holds the Series 7, Series 15, Series 3, Series 4, Series 55, Series 57TO and Series 63 licenses. Timothy also holds the SIE exam designation.
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.
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.
1
2
MN
09/19/2008 - Present
American Enterprise Investment Services Inc. (Minneapolis MN)
MN
09/27/2010 - 11/08/2012
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
05/14/2002 - 09/17/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
05/14/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
12/13/2000 - 12/05/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
06/04/2001 - 09/26/2001
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
11/29/1989 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
10/03/1988 - 11/21/1988
MURPHEY FAVRE, INC. (IRVINE CA)
NA
01/28/1986 - 03/04/1988
PIPER, JAFFRAY & HOPWOOD INCORPORATED
BC
Issued 01/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/1986
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/24/1986
Series 3 - National Commodity Futures Examination
BC
Issued 03/11/1986
Series 15 - Foreign Currency Options Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Dahlquist is the right advisor for you? Invested Better is here to help.