Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Neil Tremblay is an investment advisor representative with Centaurus Financial, Inc. in Westlake Village, California. Timothy has been in the securities industry since 1983. Timothy is registered with FINRA and has several state registrations. Timothy is also a registered investment advisor in several states. Timothy has experience in financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals.
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
CA
01/06/2011 - Present
Centaurus Financial, Inc. (WESTLAKE VILLAGE CA)
CT
07/28/1997 - 05/21/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CA
05/31/1995 - 07/10/1997
CRUTTENDEN ROTH INCORPORATED (NEWPORT BEACH CA)
NY
04/02/1993 - 06/05/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
10/20/1983 - 03/16/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
02/10/1986 - 02/27/1986
PAINEWEBBER INCORPORATED
IA
Issued 06/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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