Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Andrew Green is a financial advisor with over 20 years of experience in the financial services industry. Tyler has a strong background in financial planning, portfolio management and investment advisory services. Currently, Tyler is registered with Avantax Advisory Services and Avantax Planning Partners, Inc., both of which are part of the Avantax family of companies. Tyler is committed to providing personalized financial advice to help clients achieve their financial goals. Tyler holds the Series 7, 24, 55, 63, and SIE licenses. Tyler also holds the designation of Chartered Financial Analyst (CFA).
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
AZ
05/09/2024 - Present
Avantax Advisory Services (SCOTTSDALE AZ)
AZ
03/17/2016 - 05/04/2016
GRIFFIN CAPITAL SECURITIES, LLC (Phoenix AZ)
AZ
11/09/2010 - 09/12/2011
WALTON SECURITIES, INC. (SCOTTSDALE AZ)
AZ
10/22/2003 - 11/12/2010
COLE CAPITAL CORPORATION (PHOENIX AZ)
MA
11/07/2000 - 10/15/2003
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NY
08/08/2000 - 11/07/2000
H.C. WAINWRIGHT & CO., INC. (NEW YORK NY)
MA
09/23/1998 - 08/08/2000
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
BC
Issued 11/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/1999
Series 24 - General Securities Principal Examination
BC
Issued 11/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/04/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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