Unclaimed
Timothy Edward Benner is an active Registered Representative and Investment Advisor Representative who has been in the industry since 1996. Timothy Edward Benner is currently registered with Cetera Investment Advisers LLC, with a branch office location in WILLIAMSPORT, PA. Timothy Edward Benner has previous registrations with VOYA FINANCIAL ADVISORS, INC., ING FINANCIAL PARTNERS, INC., LOCUST STREET SECURITIES, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Timothy Edward Benner holds Series 6, 7, 24, 63, and 66 licenses. Timothy Edward Benner has a designation of Chartered Financial Consultant. Timothy Edward Benner has also been involved in several other business activities, including working for The Comprehensive Financial Group and First United Methodist Church of Muncy.
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 2/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/2/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/15/2001
Series 7 - General Securities Representative Examination
BC
Issued 2/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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