Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Hundley Spence is a financial advisor with over six years of experience in the financial services industry. Tyler has worked with clients in various sectors, including individuals, corporations, and charitable organizations. Tyler is currently registered with Raymond James & Associates, Inc. in Louisiana and Florida. Prior to joining Raymond James & Associates, Inc., Tyler was associated with Wells Fargo Clearing Services, LLC in Louisiana. Tyler holds the Series 7, 9, 10, 66, and 99TO securities licenses. Tyler is also a licensed insurance agent in the state of Louisiana.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
02/03/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
LA
04/07/2020 - 01/28/2022
WELLS FARGO CLEARING SERVICES, LLC (LAKE CHARLES LA)
LA
07/27/2017 - 01/24/2020
WELLS FARGO CLEARING SERVICES, LLC (METAIRIE LA)
LA
07/21/2016 - 07/12/2017
EDWARD JONES (JENNINGS LA)
BOTH
Issued 08/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/23/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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