Unclaimed
Timothy Maclellan is an investment advisor representative with Cetera Investment Advisers LLC. Timothy has been in the financial services industry since 1997. He holds Series 6, 7 and 63 licenses. Timothy's current firm's main office is located in Schaumburg, Illinois, and he works out of the firm's branch office in Hingham, Massachusetts. Timothy is a CPA and has been a partner in the CPA firm Morgan & Morgan, PC since 1980. Timothy also has experience in insurance and has been selling long-term care insurance since 2019.
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
MA
08/19/1998 - Present
Cetera Investment Advisers LLC (HINGHAM MA)
NA
02/12/1998 - 03/06/1998
TERRA SECURITIES CORPORATION
MI
02/24/1997 - 03/06/1998
NORTH AMERICAN FINANCIAL GROUP, INC. (WARREN MI)
BC
Issued 2/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/9/1997
Series 7 - General Securities Representative Examination
BC
Issued 2/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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