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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Schmidt is a financial advisor with Mercer Global Advisors Inc., with over 20 years of experience in the financial services industry. Timothy holds Series 63, 65, 7, 8, and 24 licenses and is registered in Massachusetts. Timothy has previously worked for TD Ameritrade, Inc., WFS, LLC, Capstone Capital Markets LLC and Charles Schwab & Co. Timothy specializes in financial planning, pension consulting, investment management, and portfolio management for individuals and businesses.
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.
Trust services, estate planning, tax return preparation, consultation
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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2
MA
05/02/2023 - Present
Mercer Global Advisors Inc. (Burlington MA)
MA
10/19/2021 - 04/18/2023
WFS, LLC (BOSTON MA)
MA
07/07/2015 - 01/11/2021
TD AMERITRADE, INC. (BURLINGTON MA)
MA
01/27/2009 - 01/13/2010
CAPSTONE CAPITAL MARKETS LLC (BOSTON MA)
TX
01/09/2003 - 08/15/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
09/24/1993 - 12/31/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CO
07/22/1993 - 08/30/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BC
Issued 07/10/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2018
Series 24 - General Securities Principal Examination
BC
Issued 03/11/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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