Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Drake Wolfson is a financial advisor with First Light Retirement, LLC in Del Mar, California. Tyler is a registered investment advisor (IA) in California and holds the Series 63, Series 65, Series 7, and SIE licenses. Tyler has been in the financial services industry since 2009. Prior to joining First Light Retirement, LLC, Tyler worked at Wells Fargo Advisors, LLC. Tyler specializes in retirement planning and has over a decade of experience in the field.
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.
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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CA
01/01/2025 - Present
First Light Retirement, LLC (DEL MAR CA)
CA
01/31/2013 - 06/02/2021
WELLS FARGO CLEARING SERVICES, LLC (RANCHO SANTA FE CA)
IA
Issued 05/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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