Unclaimed
Timothy Zadzora is a financial advisor registered with Cetera Investment Advisers LLC. Timothy has been in the financial industry since April 2009 and is currently registered with Cetera Investment Advisers LLC in Meridian, Idaho. Timothy has passed the Series 66, SIE, and Series 7 exams and is licensed in California, Colorado, Idaho, Iowa, Nevada, New Jersey, North Carolina, Oregon, Utah, Virginia, and Washington. Timothy specializes in offering financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for 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
ID
03/21/2024 - Present
Cetera Investment Advisers LLC (MERIDIAN ID)
ID
04/09/2009 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (MERIDIAN ID)
BOTH
Issued 4/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/8/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Zadzora is the right advisor for you? Invested Better is here to help.