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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 Michael Schannep is a financial advisor with Commonwealth Financial Network. Timothy has been in the industry since 1995 and has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Timothy is registered to provide investment advice in several states, including Arizona, Alabama, Alaska, California, and Colorado. Before joining Commonwealth Financial Network, Timothy was previously registered with CBIZ Financial Solutions, Inc. and National Planning 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
02/06/2020 - Present
Commonwealth Financial Network (Tucson AZ)
AZ
11/01/2006 - 03/03/2020
CBIZ FINANCIAL SOLUTIONS, INC. (TUCSON AZ)
MD
02/04/2003 - 11/02/2006
NATIONAL PLANNING CORPORATION (CUMBERLAND MD)
MN
10/20/2000 - 02/12/2003
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NY
03/14/1995 - 11/16/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 03/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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