Unclaimed
Timothy Tanner is a financial professional with over 20 years of experience in the securities industry. Timothy currently holds a position as a Registered Representative with Western International Securities, Inc. located in Pasadena, CA. Timothy has previously held positions at Centaurus Financial, Inc. in Beverly Hills, CA, and United International Securities, Inc. in Pasadena, CA. Timothy Tanner is licensed in California, Massachusetts, and Minnesota. Timothy holds Series 7, 22, 39, 63, and 66 licenses. Timothy also holds the SIE license. Timothy has a broad background in financial planning, pension consulting, and portfolio management. Timothy is committed to providing clients with personalized financial advice and strategies designed to meet their individual needs.
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
CA
01/02/2025 - Present
Western International Securities, Inc. (PASADENA CA)
CA
09/26/2008 - 01/28/2015
CENTAURUS FINANCIAL, INC. (BEVERLY HILLS CA)
NA
01/05/1994 - 03/17/1994
UNITED INTERNATIONAL SECURITIES, INC.
NA
11/12/1993 - 12/15/1993
ENERCO SECURITIES CORP.
NA
10/18/1993 - 10/18/1993
IRVINE SECURITIES, INC.
NA
04/24/1989 - 07/23/1993
THE CAMDEN GROUP
NA
11/05/1988 - 01/23/1989
NORTH BAY ASSOCIATES, INC.
NA
04/21/1988 - 08/12/1988
NORTH BAY ASSOCIATES, INC.
NA
09/25/1987 - 04/14/1988
BLASANNE, INC.
BOTH
Issued 07/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/1993
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1987
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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