Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Pell is a financial advisor with over 20 years of experience in the financial services industry. Tyler has held various roles at prominent firms like J.P. Morgan Securities LLC and Cetera Financial Specialists LLC. Tyler is currently a registered representative with J. W. Cole Advisors, Inc. Tyler specializes in providing financial planning, investment management and hourly & fixed rate consulting services to individuals and businesses. Tyler is also a Certified Financial Planner™ professional.
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.
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.
Hourly & fixed rate consulting
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.
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2
FL
09/06/2023 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
MI
03/06/2015 - 09/06/2023
CETERA FINANCIAL SPECIALISTS LLC (GRAND RAPIDS MI)
MI
01/02/2014 - 01/06/2015
FIDELITY BROKERAGE SERVICES LLC (GRAND RAPIDS MI)
MI
10/01/2012 - 08/30/2013
J.P. MORGAN SECURITIES LLC (GROSSE POINTE MI)
MI
06/03/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GROSSE POINTE MI)
IL
08/21/2002 - 02/18/2010
GENWORTH FINANCIAL SECURITIES CORPORATION (SCHAUMBURG IL)
VA
03/09/2001 - 08/19/2002
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
MN
11/03/1999 - 01/25/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/03/1999 - 01/25/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/31/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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