Unclaimed
Tyra Moore is a financial advisor with over 25 years of experience in the industry. Tyra has a wide range of experience, having worked for several firms including UBS Financial Services Inc. and Merrill Lynch. Tyra is currently registered with United Planners' Financial Services of America a Limited Partner. Tyra is also a licensed tax preparer and provides consulting services for divorce.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Personalized portfolio management to meet individual financial objectives.
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
AZ
07/24/2020 - Present
United Planners' Financial Services OF America A Limited Partner (Scottsdale AZ)
AZ
09/05/2012 - 07/28/2020
SECURITIES SERVICE NETWORK, LLC (SCOTTSDALE AZ)
AZ
02/12/2009 - 09/12/2012
UBS FINANCIAL SERVICES INC. (SCOTTSDALE AZ)
AZ
12/05/2007 - 10/30/2008
ING FUNDS DISTRIBUTOR, LLC (SCOTTSDALE AZ)
AZ
11/10/2005 - 08/31/2007
FARMERS FINANCIAL SOLUTIONS, LLC (ORO VALLEY AZ)
AZ
10/26/2004 - 10/18/2005
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NY
04/19/2001 - 09/20/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NY
01/30/1997 - 04/25/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/01/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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