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Byron Jay Udell

THE Leaders Group, Inc.

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About Byron Jay Udell

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.

Firm Information

Byron Udell is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Byron Udell’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Byron Jay Udell.
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