Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy John Smith is a financial advisor with Cetera Investment Advisers LLC. Timothy has over 30 years of experience in the financial services industry. Timothy is a Chartered Financial Consultant. Timothy is licensed to provide financial advice in several states. Timothy's specializations include investment planning and portfolio management. Timothy is committed to helping clients achieve their financial goals.
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
CT
06/29/2023 - Present
Cetera Investment Advisers LLC (GEORGETOWN CT)
NY
03/20/2013 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (PLEASANTVILLE NY)
CT
12/18/2007 - 11/28/2012
METLIFE SECURITIES INC. (BLOOMFIELD CT)
NY
04/01/2006 - 12/10/2007
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CA
12/20/1988 - 04/01/2006
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 3/1/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Smith is the right advisor for you? Invested Better is here to help.
