Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Cortland is a registered investment advisor representative at Keenan Financial, based in Boston, Massachusetts. Tyler holds a Series 65 license and is an active investment advisor. Tyler Cortland specializes in financial planning, portfolio management for individuals and businesses. Tyler Cortland is also an independent licensed insurance agent and spends approximately five hours per month on this activity. Tyler Cortland began working in the financial services industry in August 2024.
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.
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.
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MA
08/27/2024 - Present
Keenan Financial (BOSTON MA)
IA
Issued 08/06/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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