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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 Meyer is a financial advisor with Cetera Investment Advisers LLC. Timothy has over 20 years of experience in the financial services industry. Timothy is registered with the state of Minnesota and holds the Series 7, Series 55, and Series 63 licenses. Timothy is also a Chartered Financial Analyst. Prior to joining Cetera Investment Advisers LLC, Timothy was affiliated with Securian Financial Services, Inc., CRI Securities, LLC, Allianz Life Financial Services, LLC, Jefferies & Company, Inc., TCF Investments, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Timothy specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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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MN
08/10/2023 - Present
Cetera Investment Advisers LLC (MINNEAPOLIS MN)
MN
04/30/2018 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
04/30/2018 - 10/19/2021
CRI SECURITIES, LLC (MINNEAPOLIS MN)
MN
08/24/2015 - 08/18/2017
ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)
MN
09/25/2006 - 03/09/2015
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
NY
02/24/2004 - 11/16/2004
JEFFERIES & COMPANY, INC. (NEW YORK NY)
MN
06/10/2003 - 01/12/2004
TCF INVESTMENTS, INC. (MINNEAPOLIS MN)
MN
04/03/2003 - 06/04/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/03/2003 - 06/04/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
08/11/1999 - 12/31/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
BC
Issued 08/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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