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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Migdat is a financial advisor with Morgan Stanley, a firm with a strong reputation in the financial services industry. Tyler has been in the financial industry since 2017 and has a strong track record of helping clients achieve their financial goals. Tyler has a deep understanding of the financial markets and a commitment to providing personalized financial advice to clients. Tyler has a combined total of 57 state licenses and is also registered with the state of Texas as a registered investment advisor.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
UT
05/16/2023 - Present
Morgan Stanley (Sandy UT)
UT
04/28/2021 - 09/05/2023
E*TRADE SECURITIES LLC (SANDY UT)
CA
05/01/2017 - 05/07/2019
FIDELITY BROKERAGE SERVICES LLC (LOS ANGELES CA)
BOTH
Issued 10/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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