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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Schoeffler is a financial advisor with Commonwealth Financial Network and has been in the industry since July 13, 1982. Timothy is registered in 31 states and holds the Series 63, Series 7, Series 65 and SIE exams. Timothy is a Certified Financial Planner and specializes in financial planning for individuals, businesses, and retirement planning. Timothy has experience with a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Commonwealth Financial Network is a Registered Investment Advisor and Broker-Dealer with approximately $177 billion in assets under management. The firm specializes in providing financial planning, portfolio management, and investment services to individuals, families, and businesses.
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.
1
2
CA
04/12/2022 - Present
Commonwealth Financial Network (Palm Springs CA)
CO
01/06/2010 - 02/26/2010
CURIAN CLEARING, LLC (DENVER CO)
TN
08/16/2007 - 12/31/2009
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
MN
06/23/2005 - 08/21/2007
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
VA
03/28/2002 - 06/13/2005
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
NY
10/26/1988 - 04/17/2000
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NA
05/05/1987 - 06/09/1988
COLONIAL INVESTMENT SERVICES, INC.
NA
01/24/1983 - 01/19/1987
E. F. HUTTON & COMPANY INC
NA
08/27/1984 - 06/19/1985
PUTNAM FINANCIAL SERVICES, INC.
NA
11/23/1979 - 03/02/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 09/08/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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