Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Byron? Claim Your ProfileByron Sanders is a financial professional with over 27 years of experience in the industry. Byron is registered with Morgan Stanley and holds Series 3, 7, 52, and 63 licenses as well as Series 65. Byron's previous experience includes working at CITIGROUP GLOBAL MARKETS INC. and OLDE DISCOUNT CORPORATION. Byron offers a variety of services, including financial planning, pension consulting, and portfolio 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
GA
02/12/2014 - Present
Morgan Stanley (ATLANTA GA)
GA
04/06/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
MI
02/03/1995 - 04/17/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 04/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2010
Series 3 - National Commodity Futures Examination
BC
Issued 05/26/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/30/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Byron Sanders is the right advisor for you? Invested Better is here to help.
