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 Witman is a financial advisor with Cambridge Investment Research Advisors, Inc. Tyler has been in the financial services industry since June 2015 and has a wide range of experience in providing financial advice. Tyler is registered with the Securities and Exchange Commission (SEC) and holds Series 6, 7, 63, and 65 licenses. Tyler is also a registered representative of Cambridge Investment Research, Inc. Tyler is committed to providing personalized financial advice to individuals and families.
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.
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.
Solicitation fees from 3rd party money managers
1
2
FL
07/02/2020 - Present
Cambridge Investment Research Advisors, Inc. (Windermere FL)
FL
06/15/2017 - 10/02/2017
AMERITAS INVESTMENT CORP. (Sarasota FL)
FL
06/08/2015 - 06/23/2017
CCF INVESTMENTS, INC. (SARASOTA FL)
IA
Issued 08/18/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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