Unclaimed
Byron Reyes is a financial advisor in Lafayette, Louisiana. Byron has been in the financial industry since April 11, 1990. Byron is currently registered with Prospera Financial Services, Inc. and has been with them since August 17, 2018. Byron previously worked at UBS Financial Services Inc. and Citigroup Global Markets Inc.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
LA
08/17/2018 - Present
Prospera Financial Services, Inc. (Lafayette LA)
LA
12/11/2008 - 05/25/2018
UBS FINANCIAL SERVICES INC. (LAFAYETTE LA)
LA
07/31/1993 - 12/18/2008
CITIGROUP GLOBAL MARKETS INC. (LAFAYETTE LA)
NY
08/14/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
01/30/1990 - 08/18/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/05/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2004
Series 3 - National Commodity Futures Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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