Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy James Ertz is an Investment Advisor Representative at Voya Retirement Advisors, LLC. Timothy has been in the financial services industry since October 1997. Timothy is registered with the state of Oregon as an Investment Advisor Representative. Timothy holds the Series 7TO, Series 66, and Series 6 securities licenses. Timothy's previous employer was Princor Financial Services Corporation.
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.
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.
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CT
09/13/2022 - Present
Voya Retirement Advisors, LLC (WINDSOR CT)
IA
10/24/1997 - 08/06/2002
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 08/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/30/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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