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Tyler Downing Location
Plano, TX, US
Tyler Downing Work
2016 -now Vice President @
2017 -2019 CFA Level 1 Candidate @
2015 -2017 Adjunct Professor @
2014 -2016 Financial Advisor, RJFS @
2012 -2014 Retirement Solutions Representative @
2011 -2012 Investment Solutions Representative @
2010 -2011 Financial Representative @
2010 -2010 Client Assosciate @
2006 -2009 Server @ Adobe Cafe
Tyler Downing Education
University of Dallas
Certified Financial Planner Certificate Program
2013-2013
Texas State University
BBA (Finance)
2004-2008
Tyler Downing Skills
Mutual Funds
Series 63
Strategic Financial Planning
Finance
Investments
Retirement Planning
Series 7
Sales
Equities
Customer Service
Securities
Insurance
401k
Uniform Combined State Law
Retirement
Financial Advisory
Portfolio Management
Trading
FINRA
General Lines -Life, Accident and Health Insurance Agent
Tyler Downing Summary
Tyler Downing, based in Plano, TX, US, is currently a Vice President at Retirement Lifestyle Consultants, Wealth Management. Tyler Downing brings experience from previous roles at CFA Institute, Satish & Yasmin Gupta College of Business at the University of Dallas, Raymond James Financial Services Inc./ Southwestern Investment Group and Fidelity Investments. Tyler Downing holds a 2013 - 2013 Certified Financial Planner Certificate Program @ University of Dallas. With a robust skill set that includes Mutual Funds, Series 63, Strategic Financial Planning, Finance, Investments and more. Tyler Downing has 3 emails and 1 mobile phone numbers on RocketReach.
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