Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Messner is an investment professional with over 15 years of experience in the financial services industry. Tyler is currently a Registered Representative at J.P. Morgan Securities LLC in Los Angeles. Prior to joining J.P. Morgan Securities, Tyler worked for CITI PRIVATE ADVISORY, LLC and CITIGROUP GLOBAL MARKETS INC.. Tyler has a diverse background in financial planning, portfolio management, and investment advisory services. Tyler also holds the Chartered Financial Analyst (CFA) 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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
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2
CA
11/17/2022 - Present
J.p. Morgan Securities LLC (Los Angeles CA)
DC
04/25/2017 - 06/14/2021
CITI PRIVATE ADVISORY, LLC (Washington DC)
DC
12/23/2014 - 06/14/2021
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
VA
02/25/2008 - 12/17/2009
WELLS FARGO ADVISORS, LLC (FAIRFAX VA)
BC
Issued 12/30/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/21/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 12/23/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
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Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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