Timothy Satre, financial advisor Beaumont TX
96 score

Timothy Satre

CRD Number: 1835514
Current Firm: Ameriprise Financial Services, Inc.

Timothy Satre (CRD# 1835514) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Beaumont, TX and has over 28 years of experience in the finance industry. Timothy Satre has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ameriprise Financial Services Inc. Beaumont, TX Jul 2012 - Current 4
Raymond James Financial Services Advisors, Inc. Beaumont, TX Jan 2009 - Jul 2012 3
College Funding Solutions Beaumont, TX Apr 2007 - Jul 2012 5
Non-profit Organization Beaumont, TX Jun 2006 - Jul 2012 6
Eds Beaumont, TX Nov 2002 - Jul 2012 9
Raymond James Financial Services, Inc. Beaumont, TX Apr 1996 - Jul 2012 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1988
Contact Info for Timothy C. Satre
Phone Number: 612-671-3131
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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