Unclaimed
Tyler Sendejas is a registered representative associated with LPL Financial LLC. Tyler is licensed to provide investment advice in Iowa and is also registered in Missouri and Wisconsin. Tyler has a Series 7, Series 66 and SIE license and has been in the financial industry since January 2023. Tyler is affiliated with the Ottumwa branch of LPL Financial LLC.
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.
Consulting and other non-discretionary advisory services
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.
1
2
IA
04/06/2023 - Present
LPL Financial LLC (Ottumwa IA)
BOTH
Issued 04/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Tyler Sendejas is the right advisor for you? Invested Better is here to help.