Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Brady is a financial advisor at Charles Schwab & CO., Inc. Timothy has been in the financial industry for 9 years and has been registered with the Securities and Exchange Commission since 2014. Timothy is a Series 7 and Series 66 licensed representative. Previously Timothy has also worked at TD AMERITRADE, INC. and SCOTTRADE, INC.
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
CA
01/26/2022 - Present
Charles Schwab & CO., Inc. (Irvine CA)
CA
12/04/2019 - 05/11/2024
TD AMERITRADE, INC. (Irvine CA)
CA
08/05/2015 - 03/09/2018
SCOTTRADE, INC. (IRVINE CA)
MO
05/14/2014 - 08/12/2014
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 07/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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