Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Lilley is a financial advisor with Ameriprise Financial Services, LLC. Timothy is based out of Williamsville, NY and has been a registered professional in the financial industry since 1984. He is registered with FINRA and holds Series 6, Series 7, Series 63 and SIE licenses. Timothy offers portfolio management services to both individuals and businesses as well as financial planning services. He is also a member of the board of directors of Lilley. Timothy previously worked for CETERA ADVISORS LLC, SECURITIES AMERICA, INC., and 1717 CAPITAL MANAGEMENT COMPANY.
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
NY
03/01/2017 - Present
Ameriprise Financial Services, LLC (WILLIAMSVILLE NY)
NY
07/25/2011 - 09/29/2016
CETERA ADVISORS LLC (WILLIAMSVILLE NY)
NY
12/05/2005 - 07/25/2011
SECURITIES AMERICA, INC. (WILLIAMSVILLE NY)
DE
04/30/1984 - 12/13/2005
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BC
Issued 04/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/27/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Lilley is the right advisor for you? Invested Better is here to help.
