Unclaimed
John Patrick Tyrrell is an investment advisor representative with MAI Capital Management, LLC based in Ponte Vedra Beach, Florida. John is a seasoned professional with over 25 years of experience in the financial industry. John is a registered investment advisor in Florida. Prior to joining MAI Capital Management, LLC, John was with Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. John has a broad range of experience in the financial services industry, including portfolio management, financial planning, and investment research. John holds Series 6, 7, 9, 10, 63, and 65 licenses.
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.
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.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
FL
02/16/2023 - Present
MAI Capital Management, LLC (Ponte Vedra Beach FL)
FL
03/11/1997 - 09/23/2022
FIDELITY BROKERAGE SERVICES LLC (PONTE VEDRA BEACH FL)
RI
03/20/1996 - 03/11/1997
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 06/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/19/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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