Unclaimed
Tyler Mei is a financial advisor with J.P. Morgan Securities LLC. Tyler has been in the industry since 2004. Tyler holds the Series 7 and Series 63 licenses. Tyler specializes in portfolio management for both individuals and businesses.
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
1
2
CA
08/14/2024 - Present
J.p. Morgan Securities LLC (Oakland CA)
CA
12/21/2022 - 06/06/2024
CITIGROUP GLOBAL MARKETS INC. (San Francisco CA)
CA
04/19/2017 - 06/03/2022
HSBC SECURITIES (USA) INC. (SAN FRANCISCO CA)
CA
12/03/2010 - 10/21/2016
BBVA SECURITIES INC. (San Francisco CA)
NY
04/15/2008 - 01/07/2010
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
06/23/2006 - 04/04/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/13/2005 - 05/10/2006
DRESDNER KLEINWORT WASSERSTEIN SECURITIES LLC (NEW YORK NY)
NY
04/30/2002 - 07/11/2005
WESTLB SECURITIES INC. (NEW YORK NY)
NY
05/14/2001 - 06/13/2001
UBS WARBURG LLC (NEW YORK NY)
BC
Issued 12/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2001
Series 7 - General Securities 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
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
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
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Tyler Mei is the right advisor for you? Invested Better is here to help.