Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy David Mollak is a registered Investment Advisor Representative in Nebraska with Avior Wealth Management, LLC. Timothy has been a registered investment advisor representative for over 4 years. Timothy's previous employer was Cetera Advisors LLC. Timothy is also a licensed insurance agent and works with several insurance companies. Timothy has passed the Series 66, Series 7, and SIE exams. Timothy holds a Bachelor of Arts from the University of Nebraska at Omaha.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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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NE
08/05/2020 - Present
Avior Wealth Management, LLC (OMAHA NE)
NE
06/16/2016 - 05/04/2020
CETERA ADVISORS LLC (OMAHA NE)
BOTH
Issued 08/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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