Unclaimed
Tyler Strauer is an investment advisor representative registered with Golden Reserve Retirement, LLC. Tyler is a licensed investment advisor representative with experience in the financial services industry. Tyler has passed the Series 66, Series 7, and SIE exams. Tyler's specializations include Retirement Planning, College Savings, Long-Term Care, and Estate Planning. Tyler is also available to provide financial planning, educational seminars, and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
OH
07/27/2023 - Present
Golden Reserve Retirement, LLC (Maumee OH)
OH
12/16/2020 - 05/31/2023
CHARLES SCHWAB & CO., INC. (Perrysburg OH)
OH
10/20/2017 - 12/14/2020
EDWARD JONES (DEFIANCE OH)
BOTH
Issued 11/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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