Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Andrew Mogford is an investment advisor representative associated with Cetera Investment Advisers LLC. Timothy has been in the securities industry since June 2019. Timothy is registered with the state of Pennsylvania as an investment advisor representative. Timothy has passed the General Securities Representative Examination (Series 7TO), the Securities Industry Essentials Examination (SIE) and the Uniform Combined State Law Examination (Series 66). Timothy is also affiliated with Stone Financial LLC. Timothy works with individuals, businesses, charitable organizations, pension and profit sharing plans, corporations, insurance companies and state or municipal government entities. Timothy offers a range of services including financial planning, 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.
1
2
PA
11/12/2020 - Present
Cetera Investment Advisers LLC (SHILLINGTON PA)
PA
07/01/2020 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SHILLINGTON PA)
BOTH
Issued 7/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/1/2020
Series 7TO - General Securities Representative Examination
BC
Issued 6/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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