Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Danel Schneider is a financial advisor with Edward Jones. Timothy has been in the financial services industry since 1997 and has a strong track record of providing personalized financial advice to individuals, families, and businesses. Timothy holds Series 6, 7, 63, and 65 licenses and is registered to provide investment advice in multiple states. Timothy is committed to helping clients achieve their financial goals and is known for his dedication to providing excellent customer service.
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.
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.
See schedule d - miscellaneous
1
2
OR
01/10/2019 - Present
Edward Jones (NEWPORT OR)
OR
07/10/2001 - 03/15/2016
BANCWEST INVESTMENT SERVICES, INC. (GRESHAM OR)
MN
03/29/2000 - 05/25/2001
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NJ
03/24/1997 - 02/09/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 03/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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