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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 C. Hildebrand is an active investment advisor representative with Osaic Wealth, Inc., based in Bethesda, MD and Leesburg, VA. Byron has been in the financial industry since 2017. Prior to joining Osaic Wealth, Inc., Byron worked at Securities America, Inc. in Bethesda, MD and Centaurus Financial, Inc. in Bethesda, MD. Byron holds the Series 66, SIE and Series 7 licenses and has been registered with the states of California, District of Columbia, Maryland, New York, Pennsylvania, and Virginia. Byron is a certified public accountant and specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
1
2
MD
06/14/2024 - Present
Osaic Wealth, Inc. (BETHESDA MD)
MD
08/02/2018 - 06/14/2024
SECURITIES AMERICA, INC. (BETHESDA MD)
MD
02/06/2018 - 08/03/2018
CENTAURUS FINANCIAL, INC. (BETHESDA MD)
MD
06/12/2017 - 01/04/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (FREDERICK MD)
BOTH
Issued 08/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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