Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Allen Bohnett is a financial advisor with Charles Schwab & CO., Inc. in Phoenix, Arizona. Timothy has been in the financial industry since June 17, 2011. Timothy is registered to provide investment advisory services in Arizona and California. Timothy is also registered as a Broker-Dealer in 53 states and is licensed in 2 states.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
07/25/2011 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
NE
07/27/2021 - 07/26/2022
TD AMERITRADE, INC. (OMAHA NE)
AZ
04/22/2016 - 11/14/2017
OPTIONSXPRESS, INC. (PHOENIX AZ)
AZ
03/07/2011 - 04/12/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHOENIX AZ)
BOTH
Issued 04/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2016
Series 4 - Registered Options Principal Examination
BC
Issued 01/26/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/05/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2016
Series 3 - National Commodity Futures Examination
BC
Issued 03/20/2015
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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