Unclaimed
Tyler M. Burns is a financial advisor with Raymond James & Associates, Inc. Tyler is based in Westport, CT, and is licensed to provide financial services in 30 states. Tyler specializes in providing financial planning and portfolio management for individuals and businesses. Tyler has over 2 years of experience in the financial services industry, previously working as a financial advisor at UBS Financial Services Inc. Tyler is committed to providing personalized financial guidance and helping clients achieve 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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
09/20/2024 - Present
Raymond James & Associates, Inc. (WESTPORT CT)
NJ
03/01/2023 - 04/21/2023
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 09/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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