Tyler Bergman
Divisional Vice President at Preferred Capital Securities
- Role
- Divisional Vice President- Southeast at Preferred Capital Securities, Llc
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
About Tyler Bergman
Financial advisors who work with me do so for two main reasons:1. Alternative Investments: access and expertise to different alternative investment structures and managers through Preferred Capital Securities- 2. Actionable Business Growth: I partner with you not just as an investment consultant, but as a strategic partner—offering actionable, simple ideas I\'ve learned from working with other top offices across the country that are designed to grow and streamline your business. Subtle refinements that can lead to big outcomes.Securities offered through Preferred Capital Securities, Inc. Member FINRA/SIPC.
Experience
Divisional Vice President- Southeast
Preferred Capital Securities, Llc
Jan 2026 — Present · West Palm Beach, FL, US
Education
University of Central Florida
Bachelor’s Degree
Skills
- Finance
- Investments
- Customer Service
- Management
- Netx360
- Series 63
- Consultative Selling
- Microsoft Excel
- Powerpoint
- Coaching
- Emoney Advisor
- Albridge Wealth Reporting
- Leadership
- Series 7
- Microsoft Office
- Sales
- Redtail Client Relationship Management
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