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Tyler W Amos

Charles Schwab & CO., Inc.

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About Tyler W Amos

Tyler Amos is a financial advisor at Charles Schwab & CO., Inc., with 20 years of experience in the financial industry. Tyler has a broad range of experience working with individual clients and has achieved a Series 7, Series 63 and Series 66 licenses. Tyler also serves on the advisory board of the University of Akron Department of Finance. Tyler is registered with the Financial Industry Regulatory Authority (FINRA) and is also licensed in several states as an Investment Advisor Representative. Tyler is committed to providing his clients with sound financial advice and investment strategies.

Firm Information

Tyler Amos is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Tyler Amos’s Registration & Firm History

OH

01/02/2019 - Present

Charles Schwab & CO., Inc. (Copley OH)

TX

07/14/2004 - 12/19/2005

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 11/08/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/04/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Tyler W Amos.
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