Unclaimed
Timothy Charles Negro is a financial advisor registered with Cetera Investment Advisers LLC. Timothy has been a financial advisor for over 38 years, with a focus on helping individuals and businesses reach their financial goals. Timothy has a wide range of experience and expertise, including investment planning, portfolio management, and retirement planning. Timothy is committed to providing his clients with personalized service and advice to help them achieve their financial objectives. Timothy is also a registered representative with Cetera Advisor Networks LLC.
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
IA
06/29/2023 - Present
Cetera Investment Advisers LLC (IOWA CITY IA)
IA
04/03/1998 - 09/03/2013
WALNUT STREET SECURITIES, INC. (IOWA CITY IA)
IA
01/03/1997 - 04/03/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
IA
07/14/1994 - 11/11/1996
HEARTLAND INVESTMENT ASSOCIATES, INC. (HIAWATHA IA)
IA
12/07/1989 - 05/17/1994
SECURITIES CORPORATION OF IOWA (CEDAR RAPIDS IA)
NA
07/27/1984 - 06/03/1989
DAIN BOSWORTH INCORPORATED
IA
Issued 11/6/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/5/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/27/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/6/1984
Series 3 - National Commodity Futures Examination
BC
Issued 7/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Negro is the right advisor for you? Invested Better is here to help.