Unclaimed
William Thomas Tyson has been working in the financial services industry since 1998. He is currently registered with TLG Advisors, Inc. and has a Series 6, Series 7, Series 24, Series 63 and Series 65 license. William has previously worked for CITIGROUP GLOBAL MARKETS INC., CITICORP INVESTMENT SERVICES and PRUCO SECURITIES CORPORATION. William has a wealth of experience in providing investment advice to individuals, families, and businesses. His expertise includes portfolio management, financial planning, and retirement planning. William is committed to providing his clients with personalized financial advice to help them achieve their financial goals.
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.
Placement of institutional funds
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.
A percentage of the total value of assets under management is charged.
1
2
CO
09/05/2023 - Present
TLG Advisors, Inc. (LITTLETON CO)
MD
05/29/2007 - 04/18/2019
CITIGROUP GLOBAL MARKETS INC. (Laurel MD)
DC
05/24/2000 - 05/29/2007
CITICORP INVESTMENT SERVICES (WASHINGTON DC)
NJ
11/11/1996 - 07/14/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 07/25/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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