Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Benson Smith is a financial advisor with over 8 years of experience in the industry. Currently registered with American Trust Investment Services, Inc., Tyler is based in San Clemente, CA. Tyler has a strong track record of providing investment advice and guidance to clients, with experience working with a variety of financial institutions. Previously Tyler worked with Northwestern Mutual Investment Services, LLC, RBC Capital Markets, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Tyler has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals. Tyler holds the Series 66, Series 7, and SIE licenses.
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.
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.
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CA
05/18/2021 - Present
American Trust Investment Services, Inc. (San Clemente CA)
CA
03/26/2018 - 06/11/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEWPORT BEACH CA)
CA
11/04/2015 - 10/17/2017
RBC CAPITAL MARKETS, LLC (NEWPORT BEACH CA)
CA
08/17/2011 - 11/05/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)
BOTH
Issued 09/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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