Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Becker is an active investment advisor representative with Charles Schwab & CO., Inc. Timothy has been in the securities industry since 2006. Timothy has Series 6, 7, 9, 10, 63, and 65 licenses and holds registrations in multiple states. Prior to joining Charles Schwab, Timothy was registered with USAA FINANCIAL ADVISORS, INC. and T. ROWE PRICE INVESTMENT SERVICES, INC. In addition to his work as an investment advisor representative, Timothy is also a basketball official, and he holds a position with ROCKY MOUNTAIN SPORTS OFFICIALS.
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
CO
05/23/2020 - Present
Charles Schwab & CO., Inc. (Colorado Springs CO)
CO
07/17/2013 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
CO
05/10/2006 - 07/03/2013
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
IA
Issued 07/06/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/23/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/09/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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