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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 Jon Finlinson is a registered Investment Advisor Representative with Soltis Investment Advisors, LLC. Tyler holds a Series 6, 7, 63 and 65 securities licenses and has been in the industry since 2002. Tyler is a licensed Investment Advisor Representative in Arizona, California, Idaho, Nevada, Texas, and Utah. Soltis Investment Advisors, LLC is a fee-based investment advisory firm headquartered in St. George, Utah. Soltis Investment Advisors offers financial planning, portfolio management, and pension consulting to individuals, families, corporations, and charitable organizations.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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UT
09/29/2010 - Present
Soltis Investment Advisors, LLC (ST. GEORGE UT)
WA
08/30/2004 - 04/20/2009
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (TACOMA WA)
WI
01/02/2003 - 08/06/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
WI
09/25/2002 - 10/30/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
GA
04/12/2002 - 08/26/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
03/22/2002 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 01/09/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/21/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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