Unclaimed
Bailey Timmons is a financial advisor registered with Cetera Investment Advisers LLC. Bailey has been in the financial industry for less than a year and is currently active in both Broker-Dealer and Investment Advisor roles. Bailey holds licenses for Series 7TO, SIE, and Series 66 exams and is registered in 10 states for both Broker-Dealer and Investment Advisor services. Bailey is also a licensed agent for both insurance and group insurance. Bailey's experience includes previous roles with Securian Financial Services, Inc. and Renaissance Financial.
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.
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
NE
12/09/2024 - Present
Cetera Investment Advisers LLC (OMAHA NE)
NE
07/28/2023 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)
BOTH
Issued 08/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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