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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 Brennan is a financial advisor at Cetera Investment Advisers LLC. Timothy has been in the industry since 2019. Timothy has Series 7, Series 66, and SIE licenses and is registered in Louisiana and Mississippi. Timothy previously worked at Hancock Whitney Investment Services Inc. and Hancock Whitney Bank. Timothy's specializations include working with individuals, high-net-worth individuals, corporations, and other businesses, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Cetera Investment Advisers LLC has offices in Louisiana and Illinois. Cetera Investment Advisers LLC specializes in providing financial planning, educational seminars, and investment management services to individuals, businesses, and other institutions.
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
LA
08/10/2022 - Present
Cetera Investment Advisers LLC (NEW ORLEANS LA)
LA
09/06/2019 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (NEW ORLEANS LA)
BOTH
Issued 11/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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