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 Windler is a financial professional affiliated with Cetera Investment Advisers LLC. Timothy has 8 years of experience in the financial services industry. Timothy has been with Cetera Investment Advisers LLC for over a year. Prior to joining Cetera Investment Advisers LLC, Timothy was affiliated with First Allied Securities, Inc. and Woodbury Financial Services, Inc. Timothy is registered with the following regulatory organizations: FINRA and the state of Wisconsin. Timothy's professional designations include a Series 66 license and Series 7 license.
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
WI
11/12/2020 - Present
Cetera Investment Advisers LLC (BROOKFIELD WI)
WI
08/27/2019 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Brookfield WI)
WI
05/09/2019 - 08/27/2019
WOODBURY FINANCIAL SERVICES, INC. (OAK CREEK WI)
WI
02/11/2016 - 05/13/2019
CETERA ADVISOR NETWORKS LLC (OAK CREEK WI)
BOTH
Issued 04/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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