Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyson? Claim Your ProfileTyson Lersch is a financial advisor with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. Tyson is licensed to provide investment advice in Arizona and Illinois. Tyson has been in the financial industry since 2017.
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
IL
11/01/2022 - Present
Raymond James & Associates, Inc. (Chicago IL)
AZ
05/21/2021 - 08/10/2022
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
OH
11/15/2017 - 04/07/2021
PNC INVESTMENTS (CLEVELAND OH)
IA
Issued 12/03/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2022
Series 4 - Registered Options Principal Examination
BC
Issued 03/23/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/14/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/01/2023
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2017
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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