Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Zabelin is a financial advisor with over 30 years of experience in the financial services industry. Timothy is a CERTIFIED FINANCIAL PLANNER™ professional, and holds a Series 3, 7, 9, 10, 63, and 66 licenses. Timothy has worked with TD Ameritrade, Inc., Transamerica Capital, Inc., Fidelity Brokerage Services LLC, Jackson National Life Distributors, Inc., Charles Schwab & Co., Inc., and Fidelity Brokerage Services LLC. Timothy is currently registered with Schwab Wealth Advisory, Inc. and is licensed in several states, including Texas and Colorado.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
04/06/2021 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
CO
10/16/2009 - 01/11/2021
TD AMERITRADE, INC. (Denver CO)
CO
12/14/2007 - 10/09/2009
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
07/02/2004 - 10/31/2007
FIDELITY BROKERAGE SERVICES LLC (DENVER CO)
TN
02/24/2004 - 06/11/2004
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
TX
05/22/2003 - 11/19/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
RI
07/24/1992 - 05/30/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
TX
06/25/1991 - 02/25/1992
INVESCO FUNDS GROUP, INC. (HOUSTON TX)
NY
09/21/1989 - 02/01/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 03/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/08/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1989
Series 3 - National Commodity Futures Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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