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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Thomas Whitten is a financial advisor with over 35 years of experience in the financial services industry. Tyler Whitten is currently registered with Morgan Stanley in Nevada and Texas. Tyler Whitten has a strong track record of providing investment advice to a wide range of clients, including individuals, families, businesses, and institutions. Tyler Whitten has held previous positions at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Tyler Whitten is a Series 63, 65, 7, 8, 9, 10, 31, and SIE licensed advisor and holds a variety of designations. Tyler Whitten is a member of the Advisory Board at the University of Nevada College of Liberal Arts.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NV
02/24/2020 - Present
Morgan Stanley (Reno NV)
NV
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RENO NV)
NV
11/25/1987 - 04/02/2007
MORGAN STANLEY DW INC. (RENO NV)
IA
Issued 06/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1988
Series 63 - Uniform Securities Agent State Law 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 03/24/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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