Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Kohn is a financial advisor with Charles Schwab & CO., Inc., and has been in the industry since December 26, 2000. Timothy has a broad range of experience, having worked at several firms before joining Charles Schwab & CO., Inc., including American Express Financial Advisors Inc., IDS Life Insurance Company, and National Planning Corporation. Timothy holds the Series 6, 7, 9, 10, 63, and 66 licenses, as well as the Certified Financial Planner and Chartered Financial Analyst designations. Timothy is registered in multiple states and is active in both Broker-Dealer and Investment Advisor capacities.
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
TX
03/10/2021 - Present
Charles Schwab & CO., Inc. (Westlake TX)
IN
06/15/2006 - 03/14/2011
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
TX
10/12/2000 - 08/04/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
04/05/2000 - 09/20/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/05/2000 - 09/20/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
11/08/1999 - 02/16/2000
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BC
Issued 04/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/08/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/05/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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