Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Bernard Byas is a financial advisor with Private Advisor Group, LLC. Jeffrey has been in the industry for 20 years and holds Series 7, 63 and 66 licenses. Jeffrey is registered to provide investment advisory services in 24 states. Jeffrey Bernard Byas is also a financial advisor with LPL Financial LLC and has been with them since January 2020. Jeffrey Bernard Byas has experience working as a financial advisor for Edward Jones. Jeffrey specializes in providing financial planning and retirement planning services.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
01/29/2020 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
VA
05/14/2003 - 12/06/2019
EDWARD JONES (POTOMAC FALLS VA)
BOTH
Issued 07/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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