Unclaimed
Tyra Ellison is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Tyra has been in the financial industry since 1993. Tyra has a wide range of experience and specializes in providing financial advice to individuals, businesses, and institutions. Tyra has a strong track record of success and is committed to providing her clients with the highest level of service.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CT
10/10/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FARMINGTON CT)
CT
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PORTLAND CT)
NY
09/25/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
06/03/1996 - 09/25/2000
FIS SECURITIES, INC. (BOSTON MA)
IN
03/28/1994 - 12/31/1996
MDS SECURITIES INCORPORATED (CARMEL IN)
NA
04/26/1993 - 03/28/1994
SHAWMUT BROKERAGE, INC.
IA
Issued 05/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Tyra Ellison is the right advisor for you? Invested Better is here to help.