Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Tyler is a financial advisor with over 30 years of experience in the industry. Gregory is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked at a number of other firms including BANC OF AMERICA INVESTMENT SERVICES, INC. and USAA INVESTMENT MANAGEMENT COMPANY. Gregory holds the Series 4, 7, 22, 24, 27, 52, 53, 99, and SIE licenses. Gregory works with a wide range of clients including individuals, corporations, and charitable organizations.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NJ
10/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
MA
01/22/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
TX
02/09/1996 - 10/02/2003
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
09/06/1991 - 09/07/1994
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
MN
04/10/1990 - 08/30/1991
AMEV INVESTORS, INC. (OAKDALE MN)
AZ
06/18/1989 - 02/27/1990
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
03/03/1987 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
09/24/1985 - 02/18/1987
ANSPACHER SECURITIES, INC.
NA
02/05/1984 - 12/17/1985
TIERRA CAPITAL CORPORATION
BC
Issued 03/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2003
Series 4 - Registered Options Principal Examination
BC
Issued 05/09/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/01/1992
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/21/1988
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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