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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Robert Schmoll is an investment advisor representative with MAI Capital Management, LLC. Timothy is registered with the state of California and New York. Timothy obtained the Series 65 license in January 2020 and the SIE license in January 2021. Timothy has been in the industry since 2016 and has experience with Procapita Partners, LLC, Dover Athletic Football Club, Aldershot Town FC, New York Red Bulls, Intersect Capital LLC, and MAI Capital Management, LLC. Timothy specializes in providing investment advisory services including financial planning, pension consulting, selection of other advisors, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles. Timothy is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
CA
08/12/2022 - Present
MAI Capital Management, LLC (San Ramon CA)
IA
Issued 01/23/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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