Unclaimed
Tyler Aaron Cruz is a registered representative and investment advisor representative. Tyler is associated with Hornor, Townsend & Kent, LLC. Tyler is a licensed insurance broker with Vector27 Financial Group. Tyler is also an employee of Cruz Associates Inc. Tyler is a Registered Representative with FINRA. Tyler has been in the industry since 2016. Tyler has passed the Series 6, Series 7, Series 63, and Series 65 exams. Tyler holds licenses in several states including Virginia, Alaska, Georgia, Hawaii, Kentucky, North Carolina, Ohio, South Carolina, and Texas.
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.
Trail commissions, distribution assistance fees
1
2
VA
03/29/2022 - Present
Hornor, Townsend & Kent, LLC (POQUOSON VA)
IA
Issued 03/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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