Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Sweeney is a financial advisor with Centaurus Financial, Inc. Timothy has been in the financial industry for over 27 years. Timothy has experience in providing financial planning, pension consulting, educational seminars, market timing services, and portfolio management for individuals and businesses. Timothy is registered with the state of California and is a Registered Representative (RA) for Centaurus Financial, Inc. Previously, Timothy was employed at J.P. Turner & Company, LLC and Brookstreet Securities Corporation.
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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CA
09/09/2015 - Present
Centaurus Financial, Inc. (SANTA BARBARA CA)
CA
07/02/2007 - 09/09/2015
J.P. TURNER & COMPANY, L.L.C. (SANTA BARBARA CA)
CA
04/02/2004 - 07/03/2007
BROOKSTREET SECURITIES CORPORATION (SANTA BARBARA CA)
FL
01/04/1999 - 04/06/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
04/09/1996 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MN
11/17/1995 - 04/19/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/17/1995 - 04/19/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2005
Series 24 - General Securities Principal Examination
BC
Issued 02/12/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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