Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luther? Claim Your ProfileLuther Byrd is a financial advisor who has been working in the financial services industry since October 1980. Luther currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. in Fort Walton Beach, Florida, where he is registered as a Registered Representative. Luther has worked at a number of other firms throughout his career including WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., AETNA INVESTMENT SERVICES, INC. and AETNA LIFE INSURANCE AND ANNUITY COMPANY. Luther is licensed to sell securities in 34 states and he holds Series 1, 63, 7 and SIE licenses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
06/05/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT WALTON BEACH FL)
FL
01/01/2008 - 06/01/2009
WELLS FARGO ADVISORS, LLC (FT WALTON BEACH FL)
FL
11/26/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FT WALTON BEACH FL)
CT
10/15/1993 - 11/04/1993
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
06/11/1991 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NA
06/03/1987 - 12/08/1990
INVESTORS ASSET MANAGEMENT, INC.
NA
03/14/1987 - 04/14/1987
SOUTHERN FINANCIAL CONSULTANTS, INC.
NA
12/13/1985 - 03/24/1987
FSC SECURITIES CORPORATION
NA
07/31/1984 - 09/19/1985
SOUTHERN FINANCIAL CONSULTANTS, INC.
NA
11/13/1979 - 08/13/1984
WADDELL & REED, INC.
BC
Issued 11/20/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1993
Series 7 - General Securities Representative Examination
BC
Issued 11/05/1979
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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