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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 Healy is a financial advisor with Cetera Investment Advisers LLC. Timothy has been in the industry since 1996 and has a wide range of experience in providing financial advice to individuals, families, and businesses. Timothy is registered with the state of Tennessee and Texas. Cetera Investment Advisers LLC is a large firm with a comprehensive range of financial services, including financial planning, portfolio management, and retirement planning. They manage over $100 Billion in assets for their clients.
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 (SPRING HILL 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 03/31/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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