Unclaimed
Timothy Tanner is a financial advisor with over 28 years of experience in the industry. Timothy is currently registered as a Registered Representative and Investment Advisor Representative with MML Investors Services, LLC. Timothy is licensed in Arkansas, Florida, Illinois, Indiana, Kentucky, Louisiana, Maryland, Missouri, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and West Virginia. Prior to joining MML Investors Services, LLC Timothy was registered with MSI Financial Services, INC. and Metropolitan Life Insurance Company.
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.
Asset allocation programs
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.
Solicitors fees
1
2
KY
01/06/2020 - Present
MML Investors Services, LLC (Lexington KY)
KY
10/03/1994 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (LEXINGTON KY)
KY
10/03/1994 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LEXINGTON KY)
IA
Issued 03/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/30/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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