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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 Schwertmann is a financial advisor with Cetera Investment Advisers LLC. He has been in the financial industry since 1985. Timothy has a Series 6, Series 63, and SIE license and is registered with the state of Missouri. He is also a Chartered Financial Consultant (ChFC). Timothy specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. His practice focuses on providing comprehensive financial planning services to individuals and families, with a strong emphasis on retirement planning and investment management.
ST LOUIS, MO
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
MO
06/29/2023 - Present
Cetera Investment Advisers LLC (ST LOUIS MO)
MO
05/12/1995 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (ST LOUIS MO)
NY
07/11/1985 - 04/25/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
07/11/1985 - 04/25/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
09/05/1984 - 02/12/1985
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 9/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/4/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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