Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Necaise is a financial advisor with over 20 years of experience in the industry. Timothy is currently registered with Cambridge Investment Research Advisors, Inc. in Newport, NC. Timothy has held previous positions with Nationwide Securities, LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company. Timothy is also an independent insurance agent for various independent insurance companies and president of Tagos Inc. which is a financial planning practice. Timothy is a Certified Financial Planner® and holds Series 6, Series 63, and Series 65 licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NC
09/04/2020 - Present
Cambridge Investment Research Advisors, Inc. (Newport NC)
NC
11/20/2002 - 07/01/2020
NATIONWIDE SECURITIES, LLC (NEWPORT NC)
MA
07/06/2000 - 11/01/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/06/2000 - 11/01/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 08/05/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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