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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 Davis is a financial advisor with over 20 years of experience in the industry. Byron is a registered representative of Wells Fargo Clearing Services, LLC and has offices in both Columbia, MD and Alexandria, VA. Byron has a wide range of experience and holds several licenses and registrations, including Series 7, 63, 66, and 26. Byron works with individual clients, high-net-worth individuals, corporations, businesses, and charitable organizations. Byron specializes in providing financial planning, portfolio management, and investment consulting services.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
11/08/2012 - Present
Wells Fargo Clearing Services, LLC (COLUMBIA MD)
MD
06/10/2010 - 08/28/2012
SWBC INVESTMENT SERVICES, LLC (LANHAM MD)
DC
07/10/2009 - 06/10/2010
CUNA BROKERAGE SERVICES, INC. (WASHINGTON DC)
MD
06/30/2006 - 05/13/2009
SUNTRUST INVESTMENT SERVICES, INC. (BETHESDA MD)
MD
05/28/2004 - 07/05/2006
WACHOVIA SECURITIES, LLC (LANDOVER MD)
RI
05/08/2002 - 03/07/2003
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
PA
08/22/2001 - 05/08/2002
DREYFUS INVESTMENT SERVICES COMPANY, LLC (PITTSBURGH PA)
MN
07/25/2000 - 07/13/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/25/2000 - 07/13/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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