Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Schwister is an Investment Advisor Representative associated with Global View Capital Management LLC, with a branch office location in Waukesha, WI. Timothy has been in the industry since 2015. Timothy has 2 state registrations (Texas and Wisconsin), and 2 FINRA registrations (Series 6 and SIE).
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
WI
06/05/2020 - Present
Global View Capital Management LLC (WAUKESHA WI)
WI
08/25/2015 - 03/01/2019
NYLIFE SECURITIES LLC (MILWAUKEE WI)
IA
Issued 06/03/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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