Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Lamb is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Tyler has been working in the financial services industry since 2009 and has held previous roles with J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., GENEOS WEALTH MANAGEMENT, INC., BBVA COMPASS INVESTMENT SOLUTIONS, INC and LPL FINANCIAL CORPORATION. Tyler is registered to provide investment advice in 17 states. Tyler holds Series 7, Series 63 and Series 66 licenses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
08/18/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TYLER TX)
TX
10/01/2012 - 08/20/2022
J.P. MORGAN SECURITIES LLC (TYLER TX)
TX
06/25/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CORSICANA TX)
AZ
01/05/2012 - 04/23/2012
GENEOS WEALTH MANAGEMENT, INC. (SCOTTSDALE AZ)
AZ
06/27/2011 - 12/01/2011
BBVA COMPASS INVESTMENT SOLUTIONS, INC (PRESCOTT VALLEY AZ)
AZ
04/09/2009 - 03/15/2010
LPL FINANCIAL CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 07/06/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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