Unclaimed
Tyler McAfoose is a financial advisor who has been in the industry since 2008. Tyler is currently registered with Cetera Investment Advisers LLC and has been with the firm since June 2019. Tyler's previous experience includes roles at Foresters Financial Services, Inc. and Foresters Advisory Services. Tyler has passed the Series 6, 7, 26, 51, 63, and 66 exams, and has been licensed in Florida, Georgia, Illinois, Indiana, Maryland, Missouri, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, and West Virginia. Tyler offers various advisory services such as financial planning, portfolio management for individuals and businesses, selection of other advisors, pension consulting, and educational seminars.
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.
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.
1
2
PA
02/10/2023 - Present
Cetera Investment Advisers LLC (CANONSBURG PA)
PA
04/23/2008 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (CANONSBURG PA)
BOTH
Issued 10/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/22/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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