Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Aubrey is a financial advisor with Define Financial, LLC. Tyler has been a registered representative for over 6 years. Tyler holds the Series 66, Series 7 and SIE licenses and is a Certified Financial Planner. Tyler specializes in financial planning, portfolio management for individuals and pension consulting. Tyler has a broad range of experience in the financial services industry, including working with high-net-worth individuals, individuals other than high-net-worth, 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.
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
CA
04/17/2021 - Present
Define Financial, LLC (SAN DIEGO CA)
CA
04/03/2017 - 11/11/2019
SECURITIES AMERICA, INC. (SAN DIEGO CA)
BOTH
Issued 05/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2017
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Tyler Aubrey is the right advisor for you? Invested Better is here to help.
