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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 Alexander Makovkin is an investment advisor representative who has been in the industry for over 30 years. Timothy is currently registered with Cetera Investment Advisers LLC in Menlo Park, CA. Timothy previously worked at VOYA FINANCIAL ADVISORS, INC. in Menlo Park, CA and VALIC FINANCIAL ADVISORS, INC. in Houston, TX. Timothy has a Series 6, Series 63, and Series 65 license. Timothy specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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 09/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
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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