Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Mastellar is a financial advisor at Cetera Investment Advisers LLC. Timothy is registered in New York to provide investment advice and securities services. Timothy has been in the financial industry since June 13, 2021 and has held previous positions at Cetera Investment Services LLC and Foresters Financial Services, Inc. Timothy has Series 6 and Series 63 securities licenses. In addition to working with Cetera Investment Advisers LLC, Timothy also has experience working at other companies including Knapp Winery, HEP (Heating Electric Plumbing), and Rochester Institution of Technology (RIT). Timothy is a highly experienced financial advisor with a strong track record of success.
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
NY
06/13/2023 - Present
Cetera Investment Advisers LLC (FAIRPORT NY)
NY
09/10/2020 - 08/09/2022
CETERA INVESTMENT SERVICES LLC (FAIRPORT NY)
NY
08/21/2018 - 09/19/2018
FORESTERS FINANCIAL SERVICES, INC. (Fairport NY)
BC
Issued 11/20/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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