Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Joseph Taschler is a financial professional with over 20 years of experience in the industry. He is currently registered with Regal Advisory Services, Inc. as an Investment Advisor Representative. Timothy is a highly experienced professional with a strong background in financial planning, portfolio management for individuals, and selecting other advisors. He holds a Series 3, 7, and 66 licenses. Previously, he has also been registered with Sprott Global Resource Investments LTD., Stifel, Nicolaus & Company, Incorporated, Wedbush Securities Inc., and A. G. Edwards & Sons, Inc. Timothy specializes in providing financial services to high-net-worth individuals and corporations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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AZ
01/06/2023 - Present
Regal Advisory Services, Inc. (Oro Valley AZ)
CA
08/12/2016 - 10/04/2022
SPROTT GLOBAL RESOURCE INVESTMENTS LTD (CARLSBAD CA)
CA
01/31/2012 - 08/11/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SANTA YSABEL CA)
CA
05/24/2007 - 02/06/2012
WEDBUSH SECURITIES INC. (NEWPORT BEACH CA)
CA
05/15/2003 - 05/29/2007
A. G. EDWARDS & SONS, INC. (IRVINE CA)
BOTH
Issued 05/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2003
Series 3 - National Commodity Futures Examination
BC
Issued 05/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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