Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Prescott is a financial advisor at Iams Wealth Management, LLC, located in Omaha, Nebraska. Tyler has been in the financial services industry since 2020 and holds the Series 4, 7TO, 24, 52TO, 53, and 66 licenses. Tyler is registered in Nebraska as an Investment Advisor Representative. Tyler has previous experience with Thrivent Investment Management Inc., BancWest Investment Services, Inc., and Bank of the West. Tyler specializes in providing financial planning and investment advice to individuals, families, and businesses. Tyler's primary focus is on helping clients reach their financial goals, such as retirement planning, college savings, and estate planning.
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.
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.
Solicitor fees from other advisers; percentage of plan assets
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2
NE
01/03/2024 - Present
Iams Wealth Management, LLC (OMAHA NE)
NE
01/06/2022 - 07/28/2023
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
NE
05/29/2020 - 08/13/2021
THRIVENT INVESTMENT MANAGEMENT INC. (OMAHA NE)
BOTH
Issued 06/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/11/2022
Series 4 - Registered Options Principal Examination
BC
Issued 05/20/2022
Series 24 - General Securities Principal Examination
BC
Issued 11/30/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 05/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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