Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Richard Schuler is a registered investment advisor representative with Charles Schwab & Co., Inc. Based in Westlake, TX, Timothy has been in the industry since August 1, 1991. Timothy has experience with a variety of firms, including TD Ameritrade, Inc., Scottrade, Inc., BANC ONE SECURITIES CORPORATION, and Waddell & Reed, Inc. Timothy is currently registered to provide investment advice in all 50 states and the District of Columbia.
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
1
2
TX
09/14/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
02/26/2018 - 08/22/2023
TD AMERITRADE, INC. (Westlake TX)
IN
10/24/2003 - 02/26/2018
SCOTTRADE, INC. (INDIANAPOLIS IN)
IL
02/19/2003 - 08/14/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
09/18/1991 - 10/29/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
KS
03/05/1991 - 09/05/1991
WADDELL & REED, INC. (OVERLAND PARK KS)
NA
11/08/1990 - 12/21/1990
WHITEHOUSE & MOORE INVESTMENTS, INC.
BOTH
Issued 02/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/21/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/31/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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