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 is a financial advisor with over 20 years of experience in the industry. Timothy is currently registered with Cetera Investment Advisers LLC in Dakota Dunes, South Dakota. Timothy has previously been registered with FISERV INVESTOR SERVICES, INC. and SALOMON SMITH BARNEY INC. Timothy holds several licenses and certifications, including the Series 63, 65, 66, 7, 24, and 51. Timothy also has a broad range of experience providing advisory services such as financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.
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 05/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/26/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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