Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Dumey is a financial advisor with over 12 years of experience in the industry. Tyler is currently registered with Charles Schwab & CO., Inc. in St. Louis, MO. Prior to this, Tyler has held positions with TD Ameritrade, Inc., Scottrade, Inc., First Brokerage America, L.L.C., and First Command Financial Planning, Inc. Tyler holds several licenses and certifications including the Series 6, Series 7, Series 10, Series 24, Series 63, and Series 65. Tyler specializes in financial planning and portfolio management.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
MO
10/12/2022 - Present
Charles Schwab & CO., Inc. (St Louis MO)
MO
02/26/2018 - 12/31/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
04/28/2014 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
MO
08/16/2013 - 04/02/2014
FIRST BROKERAGE AMERICA, L.L.C. (BALLWIN MO)
MO
08/17/2011 - 08/30/2013
FIRST COMMAND FINANCIAL PLANNING, INC. (TOWN AND COUNTRY MO)
IA
Issued 10/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/21/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/05/2019
Series 4 - Registered Options Principal Examination
BC
Issued 04/14/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/16/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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