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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tim? Claim Your ProfileTim Toland is a financial advisor with Cetera Investment Advisers LLC, with over 38 years of experience in the financial services industry. Tim holds the Series 7, Series 63 and SIE licenses. Tim also has experience at other firms such as Royal Alliance Associates, Inc., Walnut Street Securities, Inc., and Integrated Resources Equity Corporation. Tim is also an insurance agent and a financial advisor at Vantage Financial Group, Inc. Tim's firm, Cetera Investment Advisers LLC, provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Cetera Investment Advisers LLC manages over $104 billion in assets.
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
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (SYLVANIA OH)
OH
07/05/2013 - 05/16/2018
ROYAL ALLIANCE ASSOCIATES, INC. (TOLEDO OH)
OH
04/04/2001 - 07/12/2013
WALNUT STREET SECURITIES, INC. (TOLEDO OH)
AZ
11/19/1989 - 05/14/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
05/30/1984 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 11/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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