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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Patrick Healy is a financial advisor with Cetera Investment Advisers LLC. Timothy has been in the industry since 1996 and holds licenses in multiple states. Timothy is committed to providing personalized financial advice to individuals and families. With experience at various firms, Timothy has a comprehensive understanding of the financial markets and a proven track record of success. Timothy specializes in helping clients with financial planning, retirement planning, and investment management. Timothy's goal is to help clients achieve their financial goals and build a secure financial future.
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
TN
01/12/2023 - Present
Cetera Investment Advisers LLC (NASHVILLE TN)
MA
06/28/2010 - 10/18/2013
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
CO
08/19/2008 - 12/06/2008
AMERICAN CENTURY INVESTMENT SERVICES INC. (DENVER CO)
MA
01/16/2004 - 05/28/2008
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
CA
01/08/2003 - 09/19/2003
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
MA
12/06/1994 - 05/02/2002
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
08/30/1993 - 12/31/1994
MFS FINANCIAL SERVICES, INC. (BOSTON MA)
BOTH
Issued 12/23/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 3/31/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/8/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/7/2004
Series 7 - General Securities Representative Examination
BC
Issued 8/27/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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