Unclaimed
Timothy Benner is a financial advisor with Cetera Investment Advisers LLC. Timothy has been a registered representative in the securities industry since 1996. Timothy has experience in financial planning, portfolio management for businesses and individuals, and pension consulting. Timothy holds the Series 6, 7, 24 and 66 registrations and is also a Chartered Financial Consultant. Cetera Investment Advisers LLC is an independent broker-dealer offering a variety of investment services and products.
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
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (WILLIAMSPORT PA)
PA
05/24/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (WILLIAMSPORT PA)
CT
01/01/2004 - 05/13/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
IA
11/30/1999 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MA
02/13/1996 - 11/29/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/13/1996 - 11/29/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 02/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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