Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Charles Negro is a financial advisor with Cetera Investment Advisers LLC. Timothy has been in the financial industry since 1984 and has worked with firms such as Walnut Street Securities, Inc., Aegon USA Securities Inc., Heartland Investment Associates, Inc., Securities Corporation of Iowa, and Dain Bosworth Incorporated. Timothy is registered with the state of Iowa and holds FINRA Series 3, 7, 24, 63, and 65 licenses. Timothy provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Timothy is also an owner of Tim Negro Investments, a retail stock brokerage firm.
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 11/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1984
Series 3 - National Commodity Futures Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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