Unclaimed
Timothy Wayne Fisher is a registered investment advisor representative with Cetera Investment Advisers LLC. Timothy has been in the securities industry for over 20 years and has a Series 6 and Series 63 license. Timothy is also a registered investment advisor representative in Indiana. Timothy's experience includes working with NYLIFE Securities LLC, Fifth Third Securities, Inc., and Sagepoint Financial, Inc. Timothy is also a registered representative with Cetera Investment Services LLC. Timothy's specializations include financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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
IN
09/30/2024 - Present
Cetera Investment Advisers LLC (JASPER IN)
IN
02/03/2015 - 03/22/2016
SAGEPOINT FINANCIAL, INC. (NEWBURGH IN)
IN
09/29/2011 - 01/16/2015
NYLIFE SECURITIES LLC (EVANSVILLE IN)
IN
03/30/2004 - 07/22/2011
FIFTH THIRD SECURITIES, INC. (EVANSVILLE IN)
IA
Issued 09/14/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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