Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyson? Claim Your ProfileTyson Lozano is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management. Tyson has been in the industry since 2008 and has worked with multiple firms in the past. Tyson has a wide range of experience in the financial services industry and has a Series 7, 6, 63 and 65 licenses. Tyson provides a variety of financial services including financial planning, portfolio management for individuals and businesses, and consulting services.
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.
Consulting and other non-discretionary advisory services
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
CA
09/24/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
MD
07/16/2021 - 08/21/2023
GROVE POINT INVESTMENTS, LLC (ROCKVILLE MD)
GA
09/03/2019 - 07/09/2021
FSC SECURITIES CORPORATION (ATLANTA GA)
FL
09/14/2017 - 05/02/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
CA
10/21/2013 - 02/06/2017
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
01/14/2011 - 05/22/2013
METLIFE INVESTORS DISTRIBUTION COMPANY (IRVINE CA)
CA
04/24/2009 - 01/14/2011
METLIFE SECURITIES INC. (IRVINE CA)
CA
09/12/2008 - 04/09/2009
AXA ADVISORS, LLC (IRVINE CA)
IA
Issued 05/04/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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