Unclaimed
Justin Byram is a financial advisor currently registered with Wealth Enhancement Advisory Services, LLC. Justin has been in the industry for over 5 years, working previously with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Justin is also a Certified Financial Planner. Justin works with individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. Justin also has a separate, non-investment-related business as an Independent Insurance Agent.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
07/01/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MD
09/17/2018 - 05/02/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FREDERICK MD)
MD
02/26/2018 - 06/04/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FREDERICK MD)
BOTH
Issued 06/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Justin Byram is the right advisor for you? Invested Better is here to help.