Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Schlosser is a financial advisor at LPL Financial LLC, a firm with more than $50 billion in assets under management. Timothy has been in the financial industry since June 2009. Timothy holds Series 6, Series 63, and Series 65 licenses. Timothy has been registered with LPL Financial LLC since April 2020. Timothy's previous experience includes MML Investors Services, LLC. Timothy offers a variety of financial services, including financial planning, portfolio management, and investment advisory services.
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.
Consulting and other non-discretionary advisory services
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
WI
04/17/2020 - Present
LPL Financial LLC (OCONOMOWOC WI)
WI
06/25/2009 - 04/22/2020
MML INVESTORS SERVICES, LLC (OCONOMOWOC WI)
IA
Issued 12/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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