Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy McDonald is a financial advisor who has been in the industry since 1994. Timothy is a Registered Representative and Investment Adviser Representative with Charles Schwab & CO., Inc. and is licensed in multiple states. Timothy has been with Charles Schwab & CO., Inc. since 1997, previously working with TD Waterhouse Investor Services, Inc., ING Pilgrim Securities, Inc., K. Aufhauser & Company, Inc., and AccuTrade Inc.. Timothy's expertise includes financial planning, portfolio management, and selection of other advisors.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
10/23/2023 - Present
Charles Schwab & CO., Inc. (Dallas TX)
NE
12/12/2000 - 01/08/2004
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
CT
01/24/2000 - 10/23/2000
ING PILGRIM SECURITIES, INC. (WINDSOR CT)
TX
10/31/1997 - 02/01/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NE
07/12/1995 - 09/18/1997
K. AUFHAUSER & COMPANY, INC. (OMAHA NE)
NE
09/03/1993 - 07/17/1995
ACCUTRADE INC. (BELLEVUE NE)
BC
Issued 02/08/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/10/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/27/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/27/1995
Series 24 - General Securities Principal Examination
BC
Issued 06/27/1994
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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