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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Makovkin is a financial advisor with Cetera Investment Advisers LLC. Timothy has been in the financial services industry since 1989. Timothy holds the Series 6, Series 63, and Series 65 licenses. Timothy also has experience in fixed insurance and property management. Timothy's primary focus is providing financial planning and investment advice to individuals and businesses. Timothy's office is located at 1450 American Lane, 6th Floor, Suite 650 in Schaumburg, Illinois.
MENLO PARK, CA
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (MENLO PARK CA)
CA
10/23/2002 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (MENLO PARK CA)
TX
11/04/1997 - 11/05/2002
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
01/01/1990 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 9/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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