Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Thomas is a financial advisor with over 20 years of experience in the industry. Tyler is currently registered as an Investment Advisor Representative with Elysium Wealth Management, LLC, located in South Jordan, Utah. Prior to joining Elysium Wealth Management, LLC, Tyler worked with other firms such as E*TRADE Securities LLC, Wells Fargo Investments, LLC, MONY Securities Corporation, Morgan Stanley DW Inc., Morgan Stanley Dean Witter Online Inc., and Fidelity Brokerage Services, Inc. Tyler has a broad range of experience in the financial services industry, having held positions in sales, trading, and management. Tyler is dedicated to providing personalized financial advice to individuals, families, and small businesses. Tyler focuses on helping clients achieve their financial goals through a variety of services, including financial planning, investment management, and retirement planning.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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UT
08/07/2024 - Present
Elysium Wealth Management, LLC (SOUTH JORDAN UT)
UT
11/23/2015 - 08/29/2016
E*TRADE SECURITIES LLC (SANDY UT)
CA
05/05/2003 - 03/24/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NY
10/12/2001 - 09/26/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
11/01/2000 - 10/19/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
03/12/1999 - 11/01/2000
MORGAN STANLEY DEAN WITTER ONLINE INC. (SAN FRANCISCO CA)
RI
11/28/1997 - 02/23/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 07/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2001
Series 4 - Registered Options Principal Examination
BC
Issued 10/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 08/29/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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