Unclaimed
Timothy Daniels is a financial advisor with Cetera Investment Services LLC. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6 and SIE licenses. Timothy has over nine years of experience in the financial services industry and specializes in providing investment advice to individual clients. He is dedicated to providing personalized financial planning services to help clients achieve their financial goals.
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.
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.
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2
LA
08/10/2022 - Present
Cetera Investment Services LLC (BATON ROUGE LA)
LA
10/20/2020 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (BATON ROUGE LA)
LA
02/24/2013 - 03/28/2019
J.P. MORGAN SECURITIES LLC (BATON ROUGE LA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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