Timothy Wallerius

VP - Financial Consultant

+1 920-380-0291

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

6 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Financial Consultant, TD Ameritrade, 2019-2021
  • Financial Advisor, Edward Jones, 2018-2019

Education

  • BA, Finance, University of Wisconsin Oshkosh

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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