Unclaimed
Byron Custer is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Byron has been in the industry since May 14, 1969, and is a registered representative in both Pennsylvania and Texas. Prior to joining Wells Fargo Clearing Services, LLC, Byron was employed by First Union Capital Markets Corp. and Butcher & Singer Inc. In addition to his current employment, Byron is also the treasurer of Westmont Presbyterian Church.
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
PA
08/10/2010 - Present
Wells Fargo Clearing Services, LLC (JOHNSTOWN PA)
NC
01/01/1991 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
08/03/1973 - 01/01/1991
BUTCHER & SINGER INC.
NA
05/15/1969 - 08/03/1973
SINGER, DEANE & SCRIBNER
IA
Issued 03/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/10/1986
Series 4 - Registered Options Principal Examination
BC
Issued 05/10/1976
Series 12 - NYSE Branch Manager Examination
BC
Issued 04/26/1976
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1975
PC - AMEX Put and Call Exam
BC
Issued 05/05/1969
Series 1 - Registered 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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