Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Nervegna is a registered representative with Cetera Investment Advisers LLC. Timothy is a financial professional with over 28 years of experience in the financial services industry, specializing in providing financial planning, investment advisory services, and portfolio management for businesses and individuals. Timothy's previous experience includes Walnut Street Securities, Inc. and Nathan & Lewis Securities, Inc. Timothy holds Series 6, 7, 63, and 65 licenses and the SIE exam. Timothy currently has approved state registrations in 19 states and is also registered with the state of New York and Texas as an Investment Advisor Representative.
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
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (TARRYTOWN NY)
NY
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (TARRYTOWN NY)
NY
08/11/1995 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
IA
Issued 6/18/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/1/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/14/2006
Series 7 - General Securities Representative Examination
BC
Issued 8/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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