Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Wydo is a financial advisor who has been in the industry since November 5, 1991. Timothy is currently registered with Charles Schwab & Co., Inc. and is a Registered Representative in Indiana and Michigan. Timothy holds Series 63, 66, 7, 8, 9, 10, 22 and SIE licenses. Timothy has previously been registered with TD AMERITRADE, INC., EVEREN SECURITIES, INC., DEAN WITTER REYNOLDS INC., COLUMBUS FINANCIAL, INC. and BROKERS INVESTMENT CORPORATION.
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
MI
03/31/2015 - Present
Charles Schwab & CO., Inc. (Troy MI)
MI
01/11/2023 - 05/19/2024
TD AMERITRADE, INC. (Troy MI)
MO
07/03/1995 - 10/24/1995
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NY
08/20/1993 - 07/11/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CA
01/14/1993 - 05/28/1993
COLUMBUS FINANCIAL, INC. (BEVERLY HILLS CA)
CA
06/27/1991 - 12/31/1992
BROKERS INVESTMENT CORPORATION (CANOGA PARK CA)
BOTH
Issued 10/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/28/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1993
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1992
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/25/1991
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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