Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Thomas Bashaw is a financial advisor with Kingswood Wealth Advisors, LLC. Tyler has over 17 years of experience in the financial services industry. Tyler's expertise includes financial planning, portfolio management, and investment advisory services. Tyler holds several licenses and certifications, including the Series 7, 24, 52TO, 65, and 66 licenses. Tyler has been registered with Kingswood Wealth Advisors, LLC since 2021. Before that, Tyler was with Newbridge Securities Corporation, and before that with IAA Financial 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.
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.
Hourly consulting
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
FL
07/30/2021 - Present
Kingswood Wealth Advisors, LLC (Lake Worth FL)
NY
06/07/2023 - 05/13/2024
EF HUTTON LLC (NEW YORK NY)
NY
05/26/2021 - 05/19/2023
BENCHMARK INVESTMENTS, LLC (New York NY)
FL
09/08/2015 - 05/04/2021
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
FL
11/10/2009 - 01/13/2015
IAA FINANCIAL LLC (Boca Raton FL)
FL
08/31/2007 - 11/10/2008
GUNNALLEN FINANCIAL, INC (BOCA RATON FL)
FL
07/06/2007 - 08/06/2007
GUNNALLEN FINANCIAL, INC (WEST PALM BEACH FL)
FL
03/04/2005 - 07/12/2007
BROOKSTREET SECURITIES CORPORATION (WEST PALM BEACH FL)
IA
Issued 02/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/13/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/14/2012
Series 4 - Registered Options Principal Examination
BC
Issued 04/16/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/03/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/03/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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