Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Griffin is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., specializing in providing financial advice and services to a diverse clientele including individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans. Tyler has been in the industry since 2021 and has a strong understanding of the financial markets. Tyler's expertise includes providing investment advice, financial planning, and portfolio management services. Tyler has the Series 7TO, Series 63, and SIE licenses to provide investment services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
09/11/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
TX
07/06/2021 - 12/02/2022
EQUITABLE ADVISORS, LLC (HOUSTON TX)
BC
Issued 08/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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