Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Winters is a financial professional who is registered with Cetera Investment Advisers LLC. Timothy has been in the industry for over 7 years and has a broad range of experience in providing financial services. Timothy specializes in helping individuals, families, and businesses achieve their financial goals. He is committed to providing clients with personalized financial advice and strategies that meet their unique needs. Timothy holds Series 6, 7, 63, and 65 licenses, and is also registered as an insurance agent. He is also an owner of Winters Insurance Agency which is an insurance firm that provides tax harboring and tax related services.
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 05/11/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/12/2022
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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