Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Byron? Claim Your ProfileByron Freeman is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since December 2010. Byron is a Series 66 and Series 7 licensed professional who specializes in financial planning and investment strategies for individuals, corporations, and businesses. He is also licensed to provide investment advisory services in Texas. Previously, Byron has been a registered representative with J.P. Morgan Securities LLC, TD Ameritrade, Inc., and OneAmerica Securities, Inc., and also has experience in banking and lending. Byron has a strong track record of helping clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
04/10/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT WORTH TX)
TX
12/12/2018 - 03/12/2024
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
08/07/2018 - 11/29/2018
ONEAMERICA SECURITIES, INC. (Fort Worth TX)
TX
10/08/2012 - 10/24/2016
TD AMERITRADE, INC. (FORT WORTH TX)
TX
08/23/2011 - 09/27/2012
HORACE MANN INVESTORS INC (FORT WORTH TX)
TX
01/12/2009 - 08/08/2011
TD AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 11/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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