Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy O'Donnell is a financial professional with over 30 years of experience in the industry. Timothy is currently registered with Charles Schwab & CO., Inc. in Indiana. Timothy has previously been registered with OPTIONSXPRESS, INC. and ROGER J. LANGE AND COMPANY, INC. Timothy holds the Series 3, 4, 7, 8, 9, 10, 34, 63, and SIE licenses.
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
IN
06/19/2007 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
IN
01/13/2012 - 11/14/2017
OPTIONSXPRESS, INC. (INDIANAPOLIS IN)
IN
11/01/1990 - 07/14/2006
CHARLES SCHWAB & CO., INC. (FISHERS IN)
NA
03/30/1990 - 08/29/1990
ROGER J. LANGE AND COMPANY, INC.
IL
03/21/1990 - 04/04/1990
FIRST MIDWEST SECURITIES, INC. (BLOOMINGTON IL)
CO
05/23/1989 - 03/17/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
BC
Issued 05/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/19/1997
Series 4 - Registered Options Principal Examination
BC
Issued 09/02/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/16/2023
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1997
Series 3 - National Commodity Futures Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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