Donna L. Tyler
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Donna Lynne Tyler, who also goes by Donna Lynne Stacy, Donna Lynne Thorshov, Donna Tyler, Donna Lynne Tyler-murray, was a registered financial professional .
Donna is a previously registered financial professional and started their career in finance in 2008. Donna had worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 22, 2019 - January 26, 2021
PNC MANAGED ACCOUNT SOLUTIONS, INC.
October 21, 2019 - January 26, 2021
BBVA SECURITIES INC.
June 22, 2017 - June 10, 2019
FROST INVESTMENT SERVICES
September 2, 2014 - June 10, 2019
FROST BROKERAGE SERVICES, INC.
January 21, 2014 - July 29, 2014
CETERA INVESTMENT ADVISERS LLC
April 29, 2013 - January 21, 2014
CETERA INVESTMENT SERVICES LLC
April 29, 2013 - July 29, 2014
CETERA INVESTMENT SERVICES LLC
July 9, 2010 - March 31, 2012
MORGAN KEEGAN & COMPANY, LLC
July 9, 2010 - March 31, 2012
MORGAN KEEGAN & COMPANY, LLC
November 24, 2009 - April 26, 2010
WELLS FARGO INVESTMENTS, LLC
November 24, 2009 - April 26, 2010
WELLS FARGO INVESTMENTS, LLC
September 4, 2008 - November 25, 2009
WELLS FARGO CLEARING SERVICES, LLC
April 24, 2008 - November 25, 2009
WELLS FARGO CLEARING SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
PNC MANAGED ACCOUNT SOLUTIONS, INC.
CRD#: 110476 / SEC#: 801-56131
Contact information
Regulatory assets under management
| Total Number of Accounts | 768 |
| AUM (Assets Under Management) | $ 588,442,024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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