Unclaimed
Tyler Ludlow Furek is a registered investment advisor representative with Capital Client Group, Inc. Tyler has been in the financial services industry since 2004. Tyler is licensed in California, Hawaii and Nevada. Tyler's registrations are active in both the Broker-Dealer and Investment Advisor capacities. Tyler also holds a Series 7, Series 6, Series 26, and SIE licenses. In addition to Tyler's registrations, Tyler also holds the designation of Chartered Financial Analyst. Tyler was previously registered with Fidelity Investments Institutional Services Company, Inc. and MML Investors Services, Inc. Tyler's previous work experience includes roles with American Funds. Tyler is an active member of the financial services industry and is committed to providing clients with the highest level of service and expertise.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
CA
05/05/2017 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
RI
05/09/2006 - 04/25/2017
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
03/19/2004 - 03/24/2006
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 03/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/18/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Tyler Furek is the right advisor for you? Invested Better is here to help.