Unclaimed
Tyler Chomie Aday is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in NEPTUNE BEACH, FL. Tyler has been in the financial industry since 2015 and has worked with both Merrill Lynch, Pierce, Fenner & Smith Inc. and SCOTTRADE, INC. Tyler is licensed in 12 states and holds several industry licenses, including Series 7, Series 63, and Series 66. Tyler specializes in working with high-net-worth individuals, corporations, and charitable organizations.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
03/25/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEPTUNE BEACH FL)
CO
06/10/2015 - 03/08/2018
SCOTTRADE, INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 08/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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