Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Fields is a registered investment advisor representative with Copper Financial. Tyler has been in the financial industry since 2014. Tyler is licensed in Oklahoma and holds the Series 6, Series 7, Series 63, and Series 65 licenses. Tyler has experience with Ameriprise Financial Services, LLC, LPL Financial LLC, CUNA Brokerage Services, Inc., J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and HD Vest Investment Services. Tyler specializes in providing financial planning, portfolio management for individuals, and educational seminars. Tyler is dedicated to providing personalized financial advice to help 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Fees from third-party managers to whom we refer business
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.
A percentage of the total value of assets under management is charged.
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2
OK
01/18/2024 - Present
Copper Financial (Oklahoma City OK)
OK
11/28/2022 - 01/23/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Oklahoma City OK)
OK
05/18/2022 - 12/14/2022
LPL FINANCIAL LLC (OKLAHOMA CITY OK)
OK
08/25/2020 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (OKLAHOMA CITY OK)
OK
08/27/2019 - 08/27/2020
J.P. MORGAN SECURITIES LLC (EDMOND OK)
OK
07/29/2016 - 07/30/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OKLAHOMA CITY OK)
OK
02/13/2014 - 08/05/2016
HD VEST INVESTMENT SERVICES (Shawnee OK)
IA
Issued 08/25/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/13/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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