Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Garrett Leal is a financial advisor with Corient, with offices in Houston, TX. Tyler has been in the industry for over 10 years. Tyler has Series 7TO, SIE, and Series 66 licenses. Tyler specializes in providing financial planning, portfolio management for individuals, businesses and pooled investment vehicles, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors and security ratings. Tyler has worked with MassMutual Life Insurance Co, University of Houston, Houston Community College, Cracker Barrel Old Country Store, Spring Creek Barbecue, and PURSHE KAPLAN STERLING INVESTMENTS in the past. Tyler holds the Certified Financial Planner designation.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
TX
01/31/2023 - Present
Corient (HOUSTON TX)
NY
07/07/2022 - 01/03/2023
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
TX
12/08/2021 - 07/08/2022
FSC SECURITIES CORPORATION (HOUSTON TX)
TX
04/24/2021 - 12/10/2021
MML INVESTORS SERVICES, LLC (HOUSTON TX)
BOTH
Issued 06/21/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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