Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Twardeck is a financial professional with over 29 years of experience in the financial services industry. Timothy currently works for Charles Schwab & CO., Inc., and is based out of Phoenix, Arizona. Timothy holds a number of licenses, including Series 63, Series 65, Series 7, Series 8, Series 9, Series 10 and SIE. Timothy has been associated with Charles Schwab & CO., Inc. for over 20 years, having previously worked at TD Waterhouse Investor Services, Inc. and Olde Discount 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
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2
AZ
05/16/2002 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
NE
07/03/2001 - 07/12/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
TX
10/29/1997 - 07/06/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
08/03/1993 - 07/30/1997
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MI
11/30/1992 - 07/14/1993
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 10/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/18/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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