Unclaimed
Timothy Charles Scheve is a financial professional with over 30 years of experience in the financial services industry. Timothy is currently registered with Janney Montgomery Scott LLC and is a licensed General Securities Principal and Financial and Operations Principal. Timothy is also a Series 99TO and SIE exam holder. Timothy specializes in providing financial advice and investment management services to a variety of clients, including individuals, families, and businesses. Prior to his current role, Timothy worked at Legg Mason Investor Services, LLC, Legg Mason Wood Walker, Incorporated, and Fairfield Group, Inc. Timothy has a deep understanding of the financial markets and a commitment 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
07/27/2007 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
MD
09/29/2005 - 07/30/2007
LEGG MASON INVESTOR SERVICES, LLC (BALTIMORE MD)
MD
04/29/1988 - 11/30/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MD
09/22/1998 - 09/09/1999
FAIRFIELD GROUP, INC. (BALTIMORE MD)
BC
Issued 01/20/2004
Series 24 - General Securities Principal Examination
BC
Issued 04/28/1988
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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