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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you W. tyler? Claim Your ProfileW. Tyler Mercier is a financial advisor with LPL Financial LLC, based in Land O' Lakes, FL. W. Tyler Mercier has been in the industry since August 1999. Previously, W. Tyler Mercier worked at Securities America, Inc. and KMS Financial Services, Inc.. W. Tyler Mercier is registered to provide investment advisory services in the state of Florida. W. Tyler Mercier has passed the Series 6, Series 63, Series 65 and SIE exams. W. Tyler Mercier holds a current license as a Registered Representative and an Investment Adviser 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.
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.
1
2
FL
02/27/2024 - Present
LPL Financial LLC (LAND O LAKES FL)
FL
11/06/2020 - 02/26/2024
SECURITIES AMERICA, INC. (Land O' Lakes FL)
WA
10/30/2009 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (EDMONDS WA)
WA
09/08/2009 - 11/09/2009
LPL FINANCIAL CORPORATION (EDMONDS WA)
WA
08/27/1999 - 09/08/2009
MUTUAL SERVICE CORPORATION (EDMONDS WA)
IA
Issued 03/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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