Unclaimed
Timothy Nervegna has been in the financial services industry since 1995. Timothy is currently registered with Cetera Investment Advisers LLC in New York and Texas. Timothy has been with Cetera Advisor Networks LLC in El Segundo, California since 2013. Timothy is also registered with Cetera Investment Advisers LLC in Schaumburg, Illinois. Timothy is a registered representative of Cetera Investment Advisers LLC and an investment advisor representative for Debany Financial Group, LLC. Timothy's areas of expertise include financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
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 06/18/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Nervegna is the right advisor for you? Invested Better is here to help.