Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Byron? Claim Your ProfileByron Lamont Barnes is a financial advisor with over 15 years of experience in the industry. Byron is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Prior to joining Merrill Lynch, Byron worked at Truist Investment Services, PNC Investments, and Wells Fargo Advisors. Byron holds Series 6, 7, 63, and 65 licenses. Byron specializes in providing financial advice to individuals, corporations, and institutions. Byron has a strong commitment to providing personalized and comprehensive financial planning services to his clients.
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
VA
12/06/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (VIRGINIA BEACH VA)
VA
07/13/2017 - 12/13/2022
TRUIST INVESTMENT SERVICES, INC. (GRAFTON VA)
VA
04/04/2016 - 06/27/2017
PNC INVESTMENTS (CHESAPEAKE VA)
VA
10/30/2013 - 01/27/2016
WELLS FARGO ADVISORS, LLC (CHESAPEAKE VA)
VA
02/27/2008 - 03/29/2012
WELLS FARGO ADVISORS, LLC (SUFFOLK VA)
IA
Issued 07/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2008
Series 6 - Investment Company Products/Variable Contracts 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
Not sure Byron Barnes is the right advisor for you? Invested Better is here to help.
