Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Franklin Byers is a financial advisor with over 25 years of experience in the industry. David is currently registered with M Holdings Securities, Inc. and has previously worked at FNBB CAPITAL MARKETS, LLC, PROEQUITIES, INC., and NEW ENGLAND SECURITIES. David has a broad range of experience serving clients including high net worth individuals, corporations, and pension plans. David is licensed in 14 states and holds the Series 6, Series 63, and SIE licenses. David specializes in a variety of financial 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.
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
AL
02/01/2019 - Present
M Holdings Securities, Inc. (Birmingham AL)
AL
01/08/2007 - 02/07/2019
FNBB CAPITAL MARKETS, LLC (BIRMINGHAM AL)
AL
04/16/1998 - 12/31/2006
PROEQUITIES, INC. (BIRMINGHAM AL)
NY
09/26/1995 - 07/21/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 10/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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