Timothy Den (CRD# 6323053) is an Investment Advisor Representative working at Prudential Financial Planning Services in Rosemont, IL and has over 9 years of experience in the finance industry. Timothy Den 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.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pruco Securities, LLC | Rosemont, IL | May 2019 - Current | 4 |
| Prudential Insurance Company Of America | Rosemont, IL | May 2019 - Current | 4 |
| Bankers Life Securities, Inc. | Chicago, IL | Jan 2016 - May 2019 | 3 |
| Bankers Life | Oakbrooke Terrace, IL | Nov 2012 - May 2019 | 6 |
| Proequities Inc. | Oakbrooke Terrace, IL | Mar 2014 - Jan 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2014 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
- IL
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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