Unclaimed Profile

Tyler David Qualio

HALO INVESTMENT SERVICES, LLC·OAK BROOK, Illinois

SIE, Series 7, Series 24, Series 66CFPClean record24 years registeredHALO INVESTMENT SERVICES, LLC

700 COMMERCE DRIVE, OAK BROOK, IL 60523CRD# 4397725Firm CRD# 325613

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tyler David Qualio · OAK BROOK, IL

Registration

CRD #4397725 · HALO INVESTMENT SERVICES, LLC · 24 years registered

Brand Profile

Not yet started

Career History

ROTHSCHILD WEALTH LLC

Jun 2012 – present

SENTINUS, LLC

Jun 2012 – Dec 2017

OAKBROOK, IL

LINCOLN FINANCIAL ADVISORS CORPORATION

Aug 2001 – Jun 2012

JOLIET, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · August 31, 2001

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HALO INVESTMENT SERVICES, LLC

CRD 325613 · SEC 801-127670

AUM

$31M

Regulatory assets under management

Employees

2 client accounts

Services offered by HALO INVESTMENT SERVICES, LLC

Per Form ADV

Security ratings or pricing services

Other

View all advisors at HALO INVESTMENT SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Tyler David Qualio offer?

Tyler David Qualio specializes in Fee-Only Advisory. Contact their office in OAK BROOK, Illinois for a consultation.

What are Tyler David Qualio's credentials?

Tyler David Qualio holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Tyler David Qualio located?

Tyler David Qualio is based in OAK BROOK, Illinois, working with HALO INVESTMENT SERVICES, LLC. Their office serves clients in the OAK BROOK metropolitan area and surrounding communities.

How does Tyler David Qualio charge for services?

Tyler David Qualio's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HALO INVESTMENT SERVICES, LLC?

HALO INVESTMENT SERVICES, LLC has approximately 15 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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