Unclaimed
Matthew Willis Tyler is a registered representative with Raymond James Financial Services Advisors, Inc. since June 2014. Matthew has been in the securities industry for over 20 years. Previously, Matthew has worked with Fifth Third Securities, Inc., PNC Investments, and Edward Jones. Matthew is licensed in multiple states.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
KY
06/17/2014 - Present
Raymond James Financial Services Advisors, Inc. (ELIZABETHTOWN KY)
KY
05/07/2012 - 06/17/2014
FIFTH THIRD SECURITIES, INC. (LOUISVILLE KY)
KY
12/10/2004 - 05/08/2012
PNC INVESTMENTS (LOUISVILLE KY)
MO
08/11/2003 - 11/02/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 01/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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