Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Roger Maher is a financial advisor registered with Charles Schwab & Co., Inc. in Omaha, NE. Timothy has been in the financial services industry since 2007 and has experience with TD Ameritrade, Inc. and UVEST FINANCIAL SERVICES GROUP, INC. Timothy holds Series 6, 7, and 63 licenses as well as the 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.
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
NE
06/16/2023 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
12/03/2007 - 05/19/2024
TD AMERITRADE, INC. (OMAHA NE)
NC
03/29/2005 - 12/06/2005
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
BC
Issued 04/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/28/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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