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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 Roberts is a financial advisor with Cetera Investment Advisers LLC. Timothy has been in the financial services industry since 1995. Timothy has experience in various financial areas including fixed insurance, health insurance, financial planning, investment management and selling life, health, disability, fixed annuities and long-term care. Timothy is a Certified Financial Planner and has held multiple licenses in several states for many years.
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
WV
06/29/2023 - Present
Cetera Investment Advisers LLC (WHEELING WV)
WV
07/29/2005 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (WHEELING WV)
PA
06/25/2005 - 08/12/2005
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
PA
08/09/2000 - 06/25/2005
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
MD
02/22/1996 - 08/28/2000
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NJ
05/12/1995 - 02/06/1996
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 4/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/9/1996
Series 7 - General Securities Representative Examination
BC
Issued 5/11/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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