Tyler Pelletier (CRD# 7545684) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Fort Wright, KY and has 1 year of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Western & Southern Brokerage | Cincinnati, OH | Apr 2022 - Current | 2 |
| Western & Southern Life | Ft. Wright, KY | Mar 2022 - Current | 2 |
| Unemployed | Crescent Springs, KY | Nov 2021 - Mar 2022 | < 1 |
| Divisions Maintenance Group | Newport, KY | Apr 2021 - Nov 2021 | < 1 |
| Divisions Maintenance Group | Newport, KY | Jun 2020 - Apr 2021 | < 1 |
| University Of Louisville | Louisville, KY | Aug 2016 - May 2020 | 3 |
| Covington Catholic High School | Park Hills, KY | Jan 2012 - Jul 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2022 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- KY
-
Total Assets Under Management123MILLIONS
-
Total Number of Accounts451ACCOUNTS
-
Average Account Value$272,427
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, NC, NM, NV, OH, PA, SC, TN, TX, VA, WI, WV
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