Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Pollard is a financial advisor with Fidelity Personal And Workplace Advisors in Avondale, AZ. Tyler has been in the financial services industry since 2021. Tyler Pollard holds Series 66, Series 9, Series 10, and Series 7TO licenses, and is registered in 53 states for securities and investment advisory services. Tyler also holds two principal licenses (Series 9 and Series 10). Tyler Pollard has extensive experience providing financial advice and investment management services to individuals and businesses, including high-net-worth individuals, corporations, and pension plans.
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.
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.
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2
AZ
10/14/2021 - Present
Fidelity Personal AND Workplace Advisors (AVONDALE AZ)
AZ
04/12/2021 - 07/16/2021
THRIVENT INVESTMENT MANAGEMENT INC. (Scottsdale AZ)
BOTH
Issued 06/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/04/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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