Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy McVey is an investment advisor representative who has been in the securities industry since 1986. Timothy is registered with Centaurus Financial, Inc. and has been with the firm since August 2004. Timothy holds several industry licenses and designations, including the Series 7, Series 24 and Series 63 licenses, as well as the Certified Financial Planner designation. Timothy's area of expertise includes portfolio management for individuals and businesses, financial planning and pension consulting.
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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CA
01/05/2017 - Present
Centaurus Financial, Inc. (HUNTINGTON BEACH CA)
MA
03/31/1999 - 09/13/2004
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
07/23/1986 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
BC
Issued 07/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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