Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Pellerito is an investment advisor representative with United Planners' Financial Services of America A Limited Partner. Tyler has been in the securities industry since 2020. Tyler is registered with the state of Michigan. Tyler has been associated with United Planners' Financial Services of America A Limited Partner since September 2022. Tyler previously was registered with Cetera Advisor Networks LLC and J.P. Morgan Securities LLC. Tyler is also a licensed notary public. Tyler specializes in financial planning, investment management, retirement planning, and insurance.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
09/22/2022 - Present
United Planners' Financial Services OF America A Limited Partner (GRANDVILLE MI)
MI
06/02/2022 - 10/12/2022
CETERA ADVISOR NETWORKS LLC (GRANDVILLE MI)
MI
06/16/2020 - 12/10/2020
J.P. MORGAN SECURITIES LLC (GRAND RAPIDS MI)
IA
Issued 06/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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