Unclaimed
Timothy Curran has been a financial professional since 2001, working in various roles including Financial Services/DBA, Senior Partner, and independent insurance agent. Currently, Timothy Curran is registered as a representative with Cetera Investment Advisers LLC. Prior to that, Timothy Curran was associated with Voya Financial Advisors, Inc., MML Investors Services, Inc. and Mutual of Omaha Investor Services, Inc.
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.
1
2
OK
06/29/2023 - Present
Cetera Investment Advisers LLC (NORMAN OK)
OK
04/06/2005 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (NORMAN OK)
MA
05/06/2002 - 04/05/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NE
08/03/2001 - 06/04/2002
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 4/7/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/1/2003
Series 7 - General Securities Representative Examination
BC
Issued 7/31/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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