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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 Vainrib is an investment advisor representative with Fidelity Personal And Workplace Advisors. Byron has been in the financial services industry since 1993 and has worked with several firms including PNC Investments, Fidelity Brokerage Services LLC, and PNC Brokerage Corp. Byron has a combined 53 state licenses and has passed the Series 63, 66, 7, 24, and SIE examinations. Byron specializes in providing financial planning, educational seminars, selection of other advisors, 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.
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
KY
04/21/2023 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
OH
07/11/2016 - 12/22/2021
PNC INVESTMENTS (CINCINNATI OH)
KY
11/03/2000 - 06/13/2016
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
PA
03/20/1997 - 10/09/2000
PNC BROKERAGE CORP (PITTSBURGH PA)
IN
10/17/1996 - 03/17/1997
MDS SECURITIES INCORPORATED (CARMEL IN)
AL
11/05/1993 - 09/24/1996
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
IA
07/08/1993 - 10/29/1993
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
MN
06/17/1991 - 12/14/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/17/1991 - 12/14/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/1993
Series 24 - General Securities Principal Examination
BC
Issued 12/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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