Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Batory is a financial advisor who has been active in the industry since 2012. Tyler is currently registered with Oppenheimer & Co. Inc. and has been with the firm since April 2022. Prior to joining Oppenheimer & Co. Inc. Tyler was affiliated with Janney Montgomery Scott LLC and The Buckingham Research Group Incorporated. Tyler is a licensed securities professional and holds the following licenses: Series 63, Series 86, Series 87 and Series 7. Tyler is also a registered representative in the following states: California, Colorado, New York and Pennsylvania. Tyler specializes in providing financial advice to individuals, businesses, investment companies, and pooled investment vehicles. Tyler provides financial planning services and portfolio management for individuals and businesses, as well as selection of other advisers.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
04/07/2022 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
PA
01/12/2015 - 03/25/2022
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
05/28/2014 - 01/06/2015
THE BUCKINGHAM RESEARCH GROUP INCORPORATED (NEW YORK NY)
PA
09/26/2012 - 05/30/2014
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
BC
Issued 02/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2013
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/26/2012
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 09/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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