Unclaimed
Timothy Wayne Fisher is a financial advisor with over 19 years of experience in the industry. Timothy is currently registered with Cetera Investment Advisers LLC in Indiana and Texas. Prior to joining Cetera, Timothy was affiliated with SAGEPOINT FINANCIAL, INC. in Indiana and NYLIFE SECURITIES LLC also in Indiana. Timothy holds Series 6, 63 and 65 licenses, along with the SIE. Timothy's specialties include financial planning, portfolio management for individuals and businesses, and pension consulting. Timothy has a strong track record of providing comprehensive financial advice to individuals, families, and businesses. Timothy is committed to helping clients achieve their financial goals.
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 9/14/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/29/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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