Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Tyler is a registered investment advisor representative with Cetera Investment Advisers LLC. Kathleen has over 30 years of experience in the financial services industry. Kathleen is a registered representative in multiple states and holds a Series 7, Series 24, Series 63 and Series 65 licenses. Kathleen specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services.
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.
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.
1
2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (LANCASTER PA)
PA
08/15/2008 - 11/01/2017
GIRARD SECURITIES, INC. (LANCASTER PA)
PA
05/17/1995 - 09/16/2008
HAZLETT, BURT & WATSON, INC. (LANCASTER PA)
NY
10/14/1987 - 06/09/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
01/12/1987 - 12/21/1987
MONY SECURITIES CORP.
NA
01/13/1986 - 07/07/1986
PRUCO SECURITIES CORPORATION
NA
06/20/1984 - 12/06/1985
DEAN WITTER REYNOLDS INC.
IA
Issued 08/05/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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