Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Wayne Schmidt is a financial advisor who has been in the industry since 2019. Timothy has a Series 7, Series 66, and SIE. Timothy works for Oak Hill Wealth Advisors, LLC and is licensed to provide investment advice in Virginia and Texas. Timothy has experience providing financial advice to high-net-worth individuals, individuals other than high-net-worth individuals, and charitable organizations. Timothy is also a Certified Financial Planner.
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.
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.
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VA
05/09/2022 - Present
OAK Hill Wealth Advisors, LLC (LANSDOWNE VA)
VA
06/07/2019 - 05/23/2022
WELLS FARGO CLEARING SERVICES, LLC (LEESBURG VA)
BOTH
Issued 06/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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