Unclaimed
Tyler Freeman is a registered representative with Santander Securities LLC. Tyler has been in the industry since December 2015. Tyler's current registrations include Series 66, Series 7, and SIE. Tyler has been with Santander Securities LLC since April 2018. Prior to that, Tyler was with Wells Fargo Clearing Services, LLC, Millington Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Tyler has experience providing financial planning, portfolio management for businesses, and portfolio management for individuals. Tyler is also a coach and director of operations for a youth lacrosse team.
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.
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.
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.
1
2
PA
08/02/2024 - Present
Santander Securities LLC (Conshohocken PA)
NJ
01/26/2024 - 07/12/2024
WELLS FARGO CLEARING SERVICES, LLC (OCEAN CITY NJ)
NJ
04/20/2018 - 01/08/2024
SANTANDER SECURITIES LLC (Freehold NJ)
NJ
10/20/2017 - 04/05/2018
MILLINGTON SECURITIES, INC. (RED BANK NJ)
NJ
11/06/2015 - 10/18/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 12/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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