Unclaimed
Tyler Maskell is a registered representative with Charles Schwab & Co., Inc. Tyler has been in the financial services industry for over 5 years, and is registered to provide securities advice in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. Tyler is a Series 4 (Registered Options Principal), Series 7 (General Securities Representative), Series 24 (General Securities Principal) and Series 63 (Uniform Securities Agent State Law) license holder. Tyler was previously employed by TD AMERITRADE, INC. from 2018 to 2024.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NE
05/10/2024 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
06/06/2018 - 05/10/2024
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 06/15/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2022
Series 4 - Registered Options Principal Examination
BC
Issued 03/17/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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