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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Lyons is a financial advisor with Cetera Investment Advisers LLC in CARO, MI. Timothy has been in the financial services industry since 2009. Timothy has Series 6, 7, 63 and 66 securities licenses. Timothy has also worked with Chase Investment Services Corp. in LAPEER, MI. Cetera Investment Advisers LLC is a financial advisor firm with offices in Schaumburg, IL. The firm provides financial planning and investment management services to individuals and businesses.
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.
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2
MI
01/12/2023 - Present
Cetera Investment Advisers LLC (CARO MI)
MI
05/06/2009 - 09/21/2011
CHASE INVESTMENT SERVICES CORP. (LAPEER MI)
BOTH
Issued 10/1/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/14/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/4/2012
Series 7 - General Securities Representative Examination
BC
Issued 5/5/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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