Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Bryce Wolfcale is a financial advisor currently affiliated with Corda Investment Management, LLC. Timothy has been in the industry since 1985 and has prior experience with multiple firms including NYLIFE SECURITIES LLC, TD AMERITRADE, INC., CHASE INVESTMENT SERVICES CORP., BANC ONE SECURITIES CORPORATION, UBS FINANCIAL SERVICES INC., THE PENN INVESTMENT GROUP INC., FIRST USA CAPITAL MARKETS, INC., BROWN & COMPANY SECURITIES CORPORATION, and LANE, MCNALLY & JACKSON, INC.. Timothy currently holds FINRA Series 63, 66, 7 and 8 registrations and is licensed in Colorado and Texas. Timothy primarily serves high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. Timothy provides financial planning services, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
02/28/2014 - Present
Corda Investment Management, LLC (HOUSTON TX)
TX
04/01/2009 - 12/07/2010
NYLIFE SECURITIES LLC (AUSTIN TX)
TX
04/10/2007 - 06/11/2008
TD AMERITRADE, INC. (AUSTIN TX)
IL
07/06/2005 - 10/12/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
03/16/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
09/15/2000 - 10/02/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
TX
02/11/2000 - 07/05/2000
THE PENN INVESTMENT GROUP INC. (AUSTIN TX)
IL
02/18/1998 - 03/15/1999
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
06/24/1994 - 12/12/1997
FIRST USA CAPITAL MARKETS, INC. (DALLAS TX)
MA
03/18/1987 - 04/21/1994
BROWN & COMPANY SECURITIES CORPORATION (BOSTON MA)
NA
10/30/1985 - 02/10/1986
LANE, MCNALLY & JACKSON, INC.
BOTH
Issued 11/20/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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