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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 Mark Wochok is a financial advisor with The Colony Group, LLC, located in Walnut Creek, CA. Timothy has been in the financial industry for over 16 years and is a Certified Financial Planner. Timothy's previous experience includes roles with Foreside Financial Services, LLC, Loring Ward Securities Inc., and Vanguard Marketing Corporation. Timothy has a broad range of experience serving individuals, families, and businesses. Timothy holds the Series 6, 7, and 63 licenses and the SIE exam. Timothy's specializations include asset management, investment management, financial planning, insurance solutions, and tax planning.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
CA
07/01/2024 - Present
THE Colony Group, LLC (WALNUT CREEK CA)
CA
10/29/2018 - 10/01/2019
FORESIDE FINANCIAL SERVICES, LLC (San Jose CA)
CA
04/18/2008 - 10/29/2018
LORING WARD SECURITIES INC. (San Jose CA)
AZ
10/17/2006 - 04/17/2008
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 10/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/16/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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