Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Byron? Claim Your ProfileByron Harlan is a financial professional with over 15 years of experience in the financial services industry. Byron holds the Series 6, 7, 63, and 65 licenses and is a Certified Financial Planner™ and Chartered Financial Consultant™. Byron is currently registered with NWF Advisory Services Inc. Byron has previously been registered with MML Investors Services, LLC and MSI Financial Services, Inc. Byron is a dedicated financial professional with a passion for helping clients achieve their financial 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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2
CA
06/27/2018 - Present
NWF Advisory Services Inc. (San Diego CA)
CA
03/25/2017 - 04/04/2018
MML INVESTORS SERVICES, LLC (SAN DIEGO CA)
CA
01/21/2008 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SAN DIEGO CA)
IA
Issued 07/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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