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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Byron? Claim Your ProfileByron Frey is a financial advisor who has been in the industry since 1995. Byron holds multiple licenses and certifications, including Series 6, 7, 24, and 63, as well as the Uniform Investment Adviser Law Examination. Byron is currently an investment advisor representative at Creative Planning in Overland Park, Kansas. Prior to working at Creative Planning, Byron has worked at Charles Schwab & Co., Inc., Tucker Anthony Incorporated, Hopper Soliday & Co., Inc., and First Maryland Brokerage Corporation. Byron has expertise in retirement planning, investment management, and financial planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
02/12/2019 - Present
Creative Planning (OVERLAND PARK KS)
NJ
10/13/1999 - 04/18/2012
CHARLES SCHWAB & CO., INC. (MOORESTOWN NJ)
MA
01/20/1999 - 09/30/1999
TUCKER ANTHONY INCORPORATED (BOSTON MA)
PA
08/07/1998 - 01/22/1999
HOPPER SOLIDAY & CO., INC. (LANCASTER PA)
MD
11/06/1995 - 08/06/1998
FIRST MARYLAND BROKERAGE CORPORATION (BALTIMORE MD)
IA
Issued 06/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/1998
Series 24 - General Securities Principal Examination
BC
Issued 11/04/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/03/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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