Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Byron has been in the financial services industry since December 8, 1998. Robert is currently a registered representative with Blue Vista Capital, LLC, a firm that provides investment advisory services to various clients, including state or municipal government entities, pooled investment vehicles, and others. Robert has a strong background in direct participation programs, having passed the Series 39 and Series 22 exams. Robert is also registered as a Series 63 agent in Illinois.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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 calculated based on the performance of your investments relative to a benchmark.
1
2
IL
10/06/2003 - Present
Blue Vista Capital, LLC (CHICAGO IL)
NA
05/21/1985 - 03/17/1990
VMS SECURITIES, INC.
BC
Issued 08/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2003
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2003
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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