Unclaimed
Timothy Tycz is a registered investment advisor representative with Cetera Investment Advisers LLC. Timothy is a licensed investment advisor in Connecticut. Timothy has been in the financial industry since 2005 and is currently employed with Cetera Investment Advisers LLC. His previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated and Advest, Inc. Timothy holds a Series 66, Series 14 and Series 24 licenses. Timothy specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.
Southport, CT
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.
1
2
CT
07/04/2007 - Present
Cetera Investment Advisers LLC (Southport CT)
CT
04/05/2006 - 07/13/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HARTFORD CT)
CT
03/08/2005 - 04/06/2006
ADVEST, INC. (HARTFORD CT)
BOTH
Issued 7/3/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/2/2023
Series 14 - Compliance Officer Examination
BC
Issued 12/11/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/7/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Tycz is the right advisor for you? Invested Better is here to help.