Unclaimed
Cecil Byers is a registered investment advisor with Sunbelt Securities, Inc., a firm with offices in Houston and Beaumont, Texas. Cecil has over 40 years of experience in the financial services industry and has held registrations with several firms, including Wells Fargo Advisors, LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Cecil has a wide range of experience in financial planning, portfolio management, and providing advice for businesses and individuals.
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.
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.
1
2
TX
10/05/2015 - Present
Sunbelt Securities, Inc. (BEAUMONT TX)
TX
12/14/2010 - 08/27/2015
WELLS FARGO ADVISORS, LLC (BEAUMONT TX)
TX
06/01/2009 - 01/11/2011
MORGAN STANLEY SMITH BARNEY (BEAUMONT TX)
TX
02/22/1996 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BEAUMONT TX)
NY
09/26/1978 - 01/29/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
06/25/1975 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 11/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 05/02/1977
PC - AMEX Put and Call Exam
BC
Issued 06/21/1975
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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