Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy John Schlatter is an investment advisor representative with Alliancebernstein LP. Timothy has been in the industry since August 2012 and has passed the Series 66, 31, SIE, and 7 exams. Timothy is licensed in Arizona, California, Colorado, Florida, Hawaii, Massachusetts, Michigan, Nevada, New Mexico, New York, Ohio, Pennsylvania, Puerto Rico, Tennessee, Texas, Utah, Washington, and Wisconsin. Timothy is also registered as an investment advisor in California, Florida, and Texas. Timothy has previous experience with Lincoln Financial Advisors 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
10/10/2023 - Present
Alliancebernstein LP (LOS ANGELES CA)
CA
08/06/2012 - 03/03/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (EL SEGUNDO CA)
BOTH
Issued 11/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2020
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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