Unclaimed
Christopher Tyner is a financial advisor with over 20 years of experience in the financial services industry. Christopher is registered with Morgan Stanley and has previously held positions with TRIAD ADVISORS LLC, PROEQUITIES, INC., SOUTHTRUST SECURITIES, INC., and REGIONS INVESTMENT COMPANY, INC. Christopher holds a variety of licenses and certifications, including Series 7, 9, 10, 24, 39, 52TO, 53, 55, 57TO, 63, 65, 79TO, 87, and 99TO. Christopher has a strong track record of providing financial advice to a variety of clients, including individuals, families, businesses, and institutions. Christopher's specializations include investment management, financial planning, and retirement planning. Christopher is committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
06/21/2019 - Present
Morgan Stanley (Atlanta GA)
GA
03/23/2010 - 05/28/2019
TRIAD ADVISORS LLC (NORCROSS GA)
AL
11/19/2003 - 09/18/2008
PROEQUITIES, INC. (BIRMINGHAM AL)
AL
08/23/2001 - 07/12/2002
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
AL
03/29/2000 - 04/27/2001
REGIONS INVESTMENT COMPANY, INC. (BIRMINGHAM AL)
IA
Issued 06/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/02/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/07/2004
Series 4 - Registered Options Principal Examination
BC
Issued 01/31/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/06/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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