Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Bonner is an active investment advisor representative registered with Cetera Investment Advisers LLC. Timothy is also registered as a broker with Cetera Investment Advisers LLC. Timothy has been in the securities industry since November 8, 2012. Timothy has passed the Series 6, Series 7TO, Series 63, and Series 65 exams. Timothy is registered in the states of Alabama, Colorado, Florida, Georgia, Tennessee, Texas, and Virginia. Timothy has been affiliated with MML Investors Services, LLC and NYLIFE Securities LLC in the past. Timothy has experience in portfolio management for individuals and businesses, and also provides financial planning 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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2
GA
03/21/2024 - Present
Cetera Investment Advisers LLC (Woodstock GA)
GA
10/13/2014 - 09/21/2023
MML INVESTORS SERVICES, LLC (Atlanta GA)
GA
11/05/2012 - 10/08/2014
NYLIFE SECURITIES LLC (ALBANY GA)
IA
Issued 07/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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