Unclaimed
Byron Joseph Thresher is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Byron has been in the securities industry since November 1998. Byron has a wide range of experience and has worked with clients in many states. Byron is a registered investment advisor representative in New Hampshire and Texas. In addition to individual clients, Byron works with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities and charitable organizations. Byron is also registered in 53 states and is a Series 66 and Series 63 licensed individual. Fidelity Personal and Workplace Advisors, a large firm, manages over $818 billion in assets under management.
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
NH
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (CONCORD NH)
BOTH
Issued 02/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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