Unclaimed
Tyler Downing is a financial advisor who has been active in the industry since 2011. Tyler has a Series 7, Series 63, and Series 66 licenses. Tyler is currently registered with Commonwealth Financial Network and is based out of the Plano, TX branch office. Tyler is a Certified Financial Planner™ professional. Prior to joining Commonwealth Financial Network, Tyler was with Raymond James Financial Services, Inc. and Fidelity Brokerage Services LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
02/19/2016 - Present
Commonwealth Financial Network (Plano TX)
TX
02/13/2014 - 02/23/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (FRISCO TX)
TX
01/13/2011 - 01/31/2014
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 06/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Tyler Downing is the right advisor for you? Invested Better is here to help.