Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Van Peursem has been in the financial services industry since October 27, 2000. Timothy currently works for Cetera Investment Advisers LLC, a company that manages over $100 billion in assets. Timothy has been registered with Cetera Investment Advisers LLC since January 2016. Prior to joining Cetera Investment Advisers LLC, Timothy worked for Security National Bank and Cetera Investment Services LLC. Timothy specializes in financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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
SD
01/12/2023 - Present
Cetera Investment Advisers LLC (Dakota Dunes SD)
TX
02/07/2003 - 08/17/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
NY
10/27/2000 - 02/07/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 12/22/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 5/2/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/27/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 2/26/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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