Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harvey? Claim Your ProfileHarvey Clifford Byrd is an investment advisor representative with Lombard Advisers Inc., which is based in Baltimore, MD. Harvey has worked in the securities industry for over 15 years, holding licenses in 20 states. Harvey has Series 63, 65, 7, and SIE licenses. Harvey's primary focus is on advising individuals and businesses on their investment portfolios. Harvey also offers financial planning services. Harvey's previous employment was with MML Investors Services, LLC.
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.
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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MD
06/21/2018 - Present
Lombard Advisers Inc. (BALTIMORE MD)
MD
01/22/2009 - 06/05/2018
MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)
BC
Issued 05/28/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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