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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 James Papaz is a financial advisor currently registered with Cornerstone Advisors Asset Management, LLC. Tyler has been in the financial industry since 2005, and has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Tyler is also a registered representative of M Holdings Securities, Inc. and a consultant for Cornerstone Institutional Investors, LLC. Tyler holds a Series 6, 7, 63, and 65 license as well as the Securities Industry Essentials Examination (SIE).
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
06/17/2014 - Present
Cornerstone Advisors Asset Management, LLC (BETHLEHEM PA)
PA
07/20/2005 - 06/11/2013
METLIFE SECURITIES INC. (ALLENTOWN PA)
PA
07/20/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ALLENTOWN PA)
IA
Issued 08/22/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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