Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Byron? Claim Your ProfileByron O Smith is a financial advisor with over 30 years of experience in the industry. Byron is currently registered with Osaic Wealth, Inc. and has previously been registered with Securities America, Inc. and New England Securities. Byron holds the Series 63, 65, 7 and 24 securities licenses and is a Chartered Financial Consultant and Personal Financial Specialist. Byron has a strong commitment to providing comprehensive financial planning and investment management services to individuals, families, and businesses. Byron is committed to providing personalized service and working closely with clients to develop customized financial strategies that meet their unique needs and goals.
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.
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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NE
06/14/2024 - Present
Osaic Wealth, Inc. (OMAHA NE)
NE
07/22/1993 - 06/14/2024
SECURITIES AMERICA, INC. (OMAHA NE)
NY
03/12/1993 - 04/28/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 02/24/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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