Unclaimed
Tyler Justin Thomas is an investment advisor representative with Fidelity Personal And Workplace Advisors. Tyler has been in the financial industry since December 5, 2021. Tyler is licensed in 52 states and the District of Columbia. Tyler is also a registered investment advisor representative in Florida and Texas. Previously, Tyler worked for Vanguard Marketing Corporation and Morgan Stanley. Tyler specializes in financial planning, portfolio management for businesses and individuals, and educational seminars.
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.
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
FL
07/30/2024 - Present
Fidelity Personal AND Workplace Advisors (CLEARWATER FL)
AZ
02/11/2022 - 03/22/2023
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
FL
09/08/2021 - 12/02/2021
MORGAN STANLEY (Temple Terrace FL)
BOTH
Issued 04/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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