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 Wagenknecht is a financial advisor with Fidelity Personal and Workplace Advisors. Timothy is a registered representative in Illinois and Texas. Timothy has been working in the financial industry since January 6, 2009. Timothy has experience with a variety of firms including Woodbury Financial Services, Inc., Investment Professionals, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
08/23/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
IL
03/13/2018 - 06/10/2021
E*TRADE SECURITIES LLC (Chicago IL)
IL
09/26/2014 - 05/03/2016
WOODBURY FINANCIAL SERVICES, INC. (WARRENVILLE IL)
IL
07/29/2013 - 10/06/2014
INVESTMENT PROFESSIONALS, INC. (ADDISON IL)
IL
08/26/2011 - 07/30/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LISLE IL)
IL
04/13/2010 - 09/07/2011
WADDELL & REED, INC. (NAPERVILLE IL)
IL
10/30/2008 - 04/07/2010
PROEQUITIES, INC. (ELGIN IL)
BOTH
Issued 01/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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