Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Kelly is a registered investment advisor with Citigroup Global Markets Inc. Tyler has over 14 years of experience in the financial services industry. Tyler has licenses in 53 states and is also registered as an Investment Advisor Representative in New Jersey and New York. Tyler is experienced in a wide range of financial products and services, including asset allocation advice, financial planning, pension consulting, and portfolio management for both individuals and businesses. Tyler is also an Investment Advisor Representative with Wall Street Management Corporation and Morgan Stanley & Co., Incorporated.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
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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NY
08/17/2021 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
11/13/2008 - 06/09/2009
WALL STREET MANAGEMENT CORPORATION (NEW YORK NY)
NY
05/17/2006 - 03/11/2008
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
IA
Issued 08/28/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/01/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 05/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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New York Stock Exchange
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