Unclaimed
Tyler Haines is a financial advisor with over 10 years of experience in the industry. Tyler is currently registered with T. Rowe Price Associates, Inc. Tyler has previously worked at PRINCIPAL FUNDS DISTRIBUTOR, INC., PRINCOR FINANCIAL SERVICES CORPORATION, and COUNTRY CAPITAL MANAGEMENT COMPANY. Tyler has a broad range of experience and holds Series 6, 7, and 66 securities licenses.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IA
07/07/2021 - Present
T. Rowe Price Associates, Inc. (Waukee IA)
NY
04/01/2015 - 05/05/2021
PRINCIPAL FUNDS DISTRIBUTOR, INC. (NEW YORK NY)
IA
12/15/2010 - 04/03/2015
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
08/06/2010 - 10/27/2010
COUNTRY CAPITAL MANAGEMENT COMPANY (WEST DES MOINES IA)
BOTH
Issued 07/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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