Invested Better
Unclaimed

Unclaimed

Unclaimed

Katelyn Joy Byma

Cetera Financial Specialists LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Katelyn? Claim Your Profile

About Katelyn Joy Byma

Katelyn Byma is a financial professional with Cetera Financial Specialists LLC. Katelyn has been in the industry since May 7, 2023. Katelyn holds Series 7TO, Series 63, and SIE licenses. Katelyn is registered with the state of Michigan.

Firm Information

Katelyn Byma is currently registered with Cetera Financial Specialists LLC. Cetera Financial Specialists LLC is a Limited Liability Company formed on October 31, 2012, and is registered in all 50 states plus the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

185

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Katelyn Byma’s Registration & Firm History

MI

05/08/2023 - Present

Cetera Financial Specialists LLC (HOLLAND MI)

Not sure if Katelyn Joy Byma is right for you?

Licenses & Designations

BC

Issued 08/04/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/08/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/15/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katelyn Joy Byma.
Not sure if Katelyn Joy Byma is right for you?