Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Cunningham is a financial advisor with Baltimore-Washington Financial Advisors, based in Columbia, MD. Tyler has been in the financial services industry for over 4 years and holds the Series 6, 7, 63, and 66 licenses, as well as the SIE exam. Tyler is a Certified Financial Planner. Tyler specializes in financial planning, portfolio management, and retirement planning. Tyler has a history of 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.
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.
Tax preparation and tax planning, business succession planning, employer-sponsored retirement plan services
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.
Flat project fees for retirement & estate planning
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2
MD
03/04/2021 - Present
Baltimore-Washington Financial Advisors (COLUMBIA MD)
MD
02/01/2017 - 02/08/2021
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 02/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/01/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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