Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Schmitt is a registered investment advisor representative with Hightower Advisors, LLC. Tyler has been in the industry since 2015. Tyler is licensed to offer investment advice in New York. Tyler also holds Series 6, 7, and 63 licenses and has passed the SIE and Series 65 exams. Tyler's previous employers include Franklin Templeton Financial Services Corp., Legg Mason Investor Services, LLC, and Franklin Distributors, LLC. Tyler specializes in a range of services, including financial planning, portfolio management, and selection of other advisors.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NY
04/04/2023 - Present
Hightower Advisors, LLC (Williamsville NY)
CA
07/07/2021 - 01/05/2023
FRANKLIN DISTRIBUTORS, LLC (Rancho Cordova CA)
CA
05/13/2020 - 07/07/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (RANCHO CORDOVA CA)
CA
07/23/2015 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (RANCHO CORDOVA CA)
IA
Issued 04/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/23/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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