Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lara? Claim Your ProfileLara Tyree is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. She has been in the financial services industry since 1997. Lara holds multiple licenses and registrations, including Series 63, Series 65, Series 66, Series 7, and Series 9. She has previously worked with J.P. MORGAN SECURITIES LLC and WELLS FARGO ADVISORS, LLC. Lara specializes in investment strategies for individuals, businesses, and institutions. She is committed to providing her clients with personalized financial advice and solutions to help them 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.
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
TX
04/09/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN ANTONIO TX)
TX
09/07/2016 - 04/15/2020
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
TX
05/23/2012 - 04/28/2016
WELLS FARGO ADVISORS, LLC (DALLAS TX)
TX
07/06/1994 - 04/28/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
BOTH
Issued 10/07/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1994
Series 7 - General Securities 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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