Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Wetherington is a financial advisor at Synergy Investment Management LLC in Altamonte Springs, FL. Timothy has over 27 years of experience in the financial services industry, having worked at several firms including Cetera Advisors LLC, CUNA Brokerage Services, Inc., Vanguard Marketing Corporation, American Express Financial Advisors Inc. and IDS Life Insurance Company. Timothy holds Series 7, 63, and 65 licenses and is registered as an investment advisor representative in Florida, Mississippi, and New York. Timothy specializes in portfolio management for individuals and businesses.
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.
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
FL
02/16/2022 - Present
Synergy Investment Management LLC (ALTAMONTE SPRINGS FL)
FL
12/03/2012 - 12/31/2019
CETERA ADVISORS LLC (MAITLAND FL)
FL
06/16/2000 - 11/20/2012
CUNA BROKERAGE SERVICES, INC. (ORLANDO FL)
PA
04/27/1998 - 11/22/1999
VANGUARD MARKETING CORPORATION (MALVERN PA)
MN
01/07/1995 - 04/20/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/07/1995 - 04/20/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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