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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 Kilian Winters is a financial professional with Cetera Investment Advisers LLC. Timothy is a registered investment advisor representative and holds the Series 6, 7TO, 63 and 65 licenses. Timothy has been in the industry since 2016. Timothy is a registered in Arizona, Florida, Illinois, Indiana, Kentucky, North Carolina, South Carolina, Texas, and Wisconsin. Timothy specializes in financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and selection of other advisors.
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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IL
04/20/2024 - Present
Cetera Investment Advisers LLC (ORLAND PARK IL)
IL
04/16/2016 - 11/30/2017
COUNTRY CAPITAL MANAGEMENT COMPANY (WORTH IL)
BC
Issued 5/11/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 3/8/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 3/12/2022
SIE - Securities Industry Essentials Examination
BC
Issued 4/16/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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