Unclaimed
Tyler Keniston is a financial advisor with over 17 years of experience in the industry. Tyler has held various roles at USAA Financial Advisors, Inc. and USAA Investment Services Company, where Tyler provides financial planning and investment management services. Tyler holds the Series 6, 7, 24, 51, 63, and 65 licenses and is a Certified Financial Planner. Tyler's primary focus is serving high-net-worth individuals and other individuals.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
1
2
TX
01/08/2018 - Present
Usaa Investment Services Co. (Plano TX)
TX
08/31/2007 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
AZ
04/09/2007 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
AZ
09/26/2005 - 03/16/2007
CHASE INVESTMENT SERVICES CORP. (GLENDALE AZ)
IA
Issued 11/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2010
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/23/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/23/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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