Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Szafran is a financial advisor with Commonwealth Financial Services, located in Wheeling, WV. Tyler has been in the industry since March 2016 and has held previous positions with Securities America, Inc. and T. Rowe Price Investment Services, Inc. Tyler specializes in providing financial planning, investment management, and lending services to individuals, businesses, and retirement plans. Tyler is registered to provide investment advisory services in West Virginia.
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.
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.
Lending services and financial institution consulting services
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.
A percentage of the total value of assets under management is charged.
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WV
04/14/2023 - Present
Commonwealth Financial Services (PARKERSBURG WV)
WV
09/13/2021 - 04/06/2023
SECURITIES AMERICA, INC. (Wheeling WV)
MD
03/10/2016 - 09/24/2021
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 02/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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