Unclaimed
Timothy Burress is an investment advisor representative with Cetera Investment Advisers LLC in SPRINGDALE, AR. Timothy has been in the financial industry since 2004. Prior to joining Cetera Investment Advisers LLC, Timothy was an investment advisor representative for EDWARD JONES and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Timothy is registered with the following securities regulators: FINRA, and the states of Alaska, Arizona, Arkansas, Colorado, Florida, Georgia, Illinois, Kansas, Kentucky, Michigan, New Jersey, New Mexico, North Carolina, Ohio, Texas, and Wisconsin. Timothy holds the following licenses: Series 63, Series 65, Series 66, and Series 7.
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
AR
03/21/2024 - Present
Cetera Investment Advisers LLC (SPRINGDALE AR)
AZ
09/27/2005 - 11/19/2012
EDWARD JONES (GILBERT AZ)
NY
11/11/1999 - 03/26/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/03/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/23/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Burress is the right advisor for you? Invested Better is here to help.