Unclaimed
Jordan Timmer is an investment advisor representative at Cetera Investment Advisers LLC. Jordan has been in the securities industry since 2012. Jordan has passed the Series 7, Series 63, and Series 66 exams, as well as the SIE exam. Cetera Investment Advisers LLC has been in business since 1985 and has offices in multiple states. Cetera Investment Advisers LLC offers investment advice to a wide range of clients, including individuals, businesses, and charitable organizations. Cetera Investment Advisers LLC is regulated by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).
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.
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2
MI
03/21/2024 - Present
Cetera Investment Advisers LLC (CALEDONIA MI)
MI
01/06/2012 - 11/30/2012
SECURITIES SERVICE NETWORK, INC. (CALEDONIA MI)
BOTH
Issued 12/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/4/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/5/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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