Unclaimed
Tyler McCall is a registered investment advisor representative with Raymond James & Associates, Inc. in St. Petersburg, Florida. Tyler has been in the financial services industry since 2014 and has a wide range of experience in investment advising, portfolio management and financial planning. Tyler holds a variety of licenses and certifications, including the Series 63, 65, 7, 10, 24 and 27. Tyler is also a registered representative in the state of Florida. Tyler specializes in providing financial advice to individuals, families, corporations and institutions.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
07/08/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
10/06/2017 - 07/07/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
04/25/2014 - 08/04/2016
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
IA
Issued 01/26/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2023
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/29/2019
Series 24 - General Securities Principal Examination
BC
Issued 05/30/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/27/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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