Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Connelly is a registered representative with Stifel, Nicolaus & Company, Inc., having joined the firm in 2016. Tyler is a licensed broker-dealer and investment advisor representative and is also registered in multiple states across the United States. Prior to joining Stifel, Nicolaus & Company, Inc., Tyler was employed by Morgan Stanley. Tyler has been in the industry since 2011 and has a broad range of experience in securities, futures managed funds, and investment advisory services.
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.
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.
1
2
FL
03/01/2016 - Present
Stifel, Nicolaus & Company, Inc. (MIAMI BEACH FL)
NY
07/05/2011 - 03/21/2016
MORGAN STANLEY (NEW YORK NY)
NY
11/30/2010 - 05/10/2011
ARJENT LLC (NEW YORK NY)
BOTH
Issued 06/06/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 11/24/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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