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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 Reid is an investment advisor representative with Cetera Investment Advisers LLC. Timothy has been in the industry since July 12, 2012. Timothy is registered in 9 states: California, Florida, Georgia, Kansas, North Carolina, Ohio, South Carolina, and Virginia. Timothy has Series 6, 63, and 65 licenses, as well as the Securities Industry Essentials Exam. Prior to joining Cetera Investment Advisers LLC, Timothy was with Avantax Investment Services, Inc. for 10 years. Timothy is also involved in a number of other businesses, including Reid Tax Service, Payne Tax Group, Inc., and MPT Partnership. Timothy is a member of the High Point Civitan Club and the Wallburg Baptist Church. Timothy is committed to providing his clients with the highest level of service and expertise.
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
NC
08/22/2022 - Present
Cetera Investment Advisers LLC (HIGH POINT NC)
NC
07/13/2012 - 08/25/2022
AVANTAX INVESTMENT SERVICES, INC. (HIGH POINT NC)
IA
Issued 1/2/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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