Unclaimed
Ty Dickey is a financial advisor with over 11 years of experience in the industry. Ty Dickey is currently registered with Rockefeller Financial LLC and has been in the business since September 30, 2008. Previously Ty Dickey was with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley & Co. Incorporated. Ty Dickey has a Series 66 license and is currently registered with the state of Georgia and Texas. In addition to the Series 66, Ty Dickey also holds the SIE, Series 31, and Series 7 licenses. Ty Dickey specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Ty Dickey is a manager for Dickey Family Holdings and a licensed insurance agent with RCM Insurance Svces LLC, an affiliate of the firm.
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.
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.
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2
GA
02/22/2019 - Present
Rockefeller Financial LLC (ATLANTA GA)
GA
11/07/2008 - 02/25/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
10/01/2008 - 11/12/2008
MORGAN STANLEY & CO. INCORPORATED (ATLANTA GA)
BOTH
Issued 10/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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