Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Robert Tereick is a financial advisor with over 20 years of experience in the financial services industry. Timothy is currently registered with PNC Investments, a leading financial institution with a strong focus on providing investment advice and wealth management services to individuals, families, and institutions. Timothy is committed to helping clients achieve their financial goals through a comprehensive approach that considers their unique needs and circumstances.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CO
09/09/2021 - Present
PNC Investments (Colorado Springs CO)
CO
08/09/2019 - 06/02/2021
BBVA SECURITIES INC. (CASTLE ROCK CO)
CO
01/15/2013 - 12/31/2017
CLIENT ONE SECURITIES LLC (LONE TREE CO)
CO
01/28/2004 - 12/31/2012
SUNSET FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
MA
05/09/2001 - 01/23/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/09/2001 - 01/23/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
TX
05/26/2000 - 03/28/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
07/20/1999 - 05/09/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 02/22/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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