Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler James Fagergren is a registered investment advisor representative in Utah. Tyler has been active in the financial industry since 2008. Tyler currently works for both Diversify Advisory Services, LLC and Diversify Wealth Management, LLC. Tyler holds licenses in 28 states and is registered with FINRA and the SEC. Tyler also has a Series 63 and a Series 65 license.
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.
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.
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2
UT
09/15/2023 - Present
Diversify Advisory Services, LLC (SANDY UT)
UT
05/03/2011 - 03/05/2014
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
UT
06/20/2008 - 04/18/2011
E*TRADE SECURITIES LLC (SANDY UT)
IA
Issued 08/24/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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