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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Ricottilli is a financial advisor with Cetera Investment Advisers LLC in Victoria, TX. Tyler has been working in the financial services industry since 1999. Tyler has a strong background in investments and financial planning and holds several licenses and certifications, including Series 7, Series 31, and Series 63. Tyler's previous experience includes working with WELLS FARGO CLEARING SERVICES, LLC and A. G. EDWARDS & SONS, INC. Tyler is also the owner and financial advisor for TEXAS WEALTH & CAPITAL MANAGEMENT. Tyler is committed to providing personalized financial advice to help clients reach their financial goals.
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.
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.
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TX
03/21/2024 - Present
Cetera Investment Advisers LLC (VICTORIA TX)
TX
01/01/2008 - 10/02/2019
WELLS FARGO CLEARING SERVICES, LLC (VICTORIA TX)
TX
11/22/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (VICTORIA TX)
MO
01/14/1999 - 12/17/1999
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
BC
Issued 11/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 01/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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