Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Schnee is a financial advisor with D.A. Davidson & Co. with over 30 years of experience in the industry. Timothy is registered with the state of Montana and Texas, and has held licenses in numerous other states throughout their career. Timothy specializes in working with high-net-worth individuals and families, charitable organizations, and corporations. Timothy holds multiple securities licenses including Series 7, 10, 9, 63, and 65. Timothy is committed to providing their clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
MT
10/10/2018 - Present
D.a. Davidson & Co. (KALISPELL MT)
IA
Issued 09/05/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/03/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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