Unclaimed
Tyler Andrews is a financial advisor registered with Cetera Investment Advisers LLC. Tyler holds a Series 7, 63, 65, and 24 license. Tyler has been a financial advisor since 2016 and has experience with various financial service providers. Tyler is a Certified Financial Planner. Tyler offers financial planning, portfolio management for individuals and businesses, and pension consulting services. Tyler is registered in Oregon, Washington and California and has a branch office located at 15573 SW Bangy Rd, STE 100 in Lake Oswego, Oregon.
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.
A percentage of the total value of assets under management is charged.
1
2
OR
01/13/2025 - Present
Cetera Investment Advisers LLC (Lake Oswego OR)
OR
01/03/2017 - 07/30/2021
LION STREET FINANCIAL, LLC (LAKE OSWEGO OR)
OR
11/15/2016 - 01/04/2017
WOODBURY FINANCIAL SERVICES, INC. (Lake Oswego OR)
IA
Issued 05/14/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2022
Series 24 - General Securities Principal Examination
BC
Issued 03/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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