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 Nelson is a financial advisor with Cetera Financial Specialists LLC. Timothy has been in the financial services industry since January 27, 1997. Timothy has worked at Avantax Investment Services, Inc. in the past. Timothy is registered with the state of Arizona, California, Colorado, Hawaii, Idaho, Nevada, Ohio, Oregon, Washington, and Wisconsin. Timothy has passed the Series 6, Series 63 and SIE exams.
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.
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.
1
2
CA
09/27/2021 - Present
Cetera Financial Specialists LLC (RONERT PARK CA)
CA
01/28/1997 - 10/01/2021
AVANTAX INVESTMENT SERVICES, INC. (ROHNERT PARK CA)
BC
Issued 01/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Nelson is the right advisor for you? Invested Better is here to help.
