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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy William Marshall is an investment advisor representative associated with Ameriprise Financial Services, LLC. Timothy has been in the industry since 1984 and is licensed in Texas. Timothy has been with Ameriprise Financial Services, LLC since October of 2009 and has previously worked for Oppenheimer & Co. Inc., First of Michigan Corporation, Gregory J. Schwartz & Co., Inc., Mariner Financial Services, Inc. and First Affiliated Securities, Inc. Ameriprise Financial Services, LLC is an investment advisor with approximately 140,938 clients and approximately $479,793,782,427 in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars and publication of periodicals, in addition to portfolio management 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.
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2
MI
01/14/2021 - Present
Ameriprise Financial Services, LLC (East Lansing MI)
MI
04/03/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (LANSING MI)
MI
01/01/1999 - 04/09/2009
OPPENHEIMER & CO. INC. (EAST LANSING MI)
NA
08/18/1987 - 01/01/1999
FIRST OF MICHIGAN CORPORATION
MI
06/20/1984 - 01/01/1999
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
NA
04/21/1987 - 09/09/1987
GREGORY J. SCHWARTZ & CO., INC.
NA
08/09/1986 - 01/27/1987
MARINER FINANCIAL SERVICES, INC.
NA
02/27/1984 - 05/17/1984
FIRST AFFILIATED SECURITIES, INC.
IA
Issued 10/15/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1990
Series 3 - National Commodity Futures Examination
BC
Issued 06/27/1990
PC - AMEX Put and Call Exam
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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