Unclaimed
Tyler O'Donnell is a registered investment advisor representative with Park Avenue Securities LLC. Tyler has been working in the financial industry since 2023 and holds the Series 66, Series 7TO and SIE exams. Tyler is registered in North Carolina and specializes in providing financial planning services, portfolio management, and educational seminars. Tyler works with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Tyler is committed to providing clients with personalized financial advice and guidance.
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.
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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NC
01/24/2024 - Present
Park Avenue Securities LLC (CHARLOTTE NC)
BOTH
Issued 01/12/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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