Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Clark is an investment advisor representative associated with Sofi Wealth LLC in Cottonwood Heights, Utah. Tyler has been in the industry since 2000 and has experience with a variety of firms, including Wells Fargo Investments, LLC, Waddell & Reed, Inc., and American Express Financial Advisors Inc. Tyler holds Series 63, 65, 66, 7, 24, 27, and 4 licenses, as well as the SIE exam. Tyler specializes in providing financial planning services and portfolio management for individuals. Tyler is dedicated to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
UT
05/09/2017 - Present
Sofi Wealth LLC (Cottonwood Heights UT)
CA
02/20/2002 - 07/29/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
KS
07/14/2000 - 02/04/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
MN
12/23/1999 - 07/18/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/23/1999 - 07/18/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 11/07/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/09/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2023
Series 27 - Financial and Operations Principal Examination
BC
Issued 02/26/2021
Series 4 - Registered Options Principal Examination
BC
Issued 04/09/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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