Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Coday is a financial advisor registered with BOK Financial Securities, Inc. and has 10 years of experience in the financial industry. Tyler's firm offers financial planning, portfolio management for individuals, businesses and pooled investment vehicles, selection of other advisors, and educational seminars. Tyler is registered with the state of Oklahoma as both a broker-dealer and investment advisor representative.
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.
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.
Furnishes advice about securities in any manner not described above.
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.
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2
OK
05/28/2019 - Present
BOK Financial Securities, Inc. (Tulsa OK)
OK
05/22/2018 - 05/01/2019
LPL FINANCIAL LLC (TULSA OK)
OK
11/02/2017 - 05/07/2018
EDWARD JONES (BROKEN ARROW OK)
BOTH
Issued 12/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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