Unclaimed
Byron Udell is a financial advisor with The Leaders Group, Inc. Byron has been working in the financial industry since October 11, 2004, and has a broad range of experience with a variety of investment products. Byron holds the Series 6, 7, 63 and SIE licenses, and is registered with the state of Illinois.
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.
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.
1
2
CO
04/15/2019 - Present
THE Leaders Group, Inc. (LITTLETON CO)
MO
04/19/2000 - 10/11/2001
FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)
NY
10/24/1986 - 11/01/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 04/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/13/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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