Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Robertson is a licensed investment advisor representative in Michigan and Texas with a focus on financial planning, pension consulting, and educational seminars. Timothy has been working in the financial industry since 2019. Timothy is currently registered with The Financial Center, LLC and Cambridge Investment Research Advisors, Inc. In addition to serving as an advisor, Timothy is also involved in the community and volunteers for various organizations.
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.
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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MI
03/10/2020 - Present
THE Financial Center, LLC (Novi MI)
BOTH
Issued 02/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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