Byron J. Udell
Professional summary
Byron Jay Udell, CFP® is a registered financial professional currently at THE LEADERS GROUP, INC. located in Summit, New Jersey.
Byron is registered as a RR (Registered Representative) and started their career in finance in 1986. Byron has worked at 3 firms and has passed the Series 63, Series 6TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Byron Jay Udell's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 15, 2019 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901April 19, 2000 - October 11, 2001
FIRST HEARTLAND CAPITAL, INC.
October 24, 1986 - November 1, 1999
NYLIFE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/22/2019)
Exams
Series 6TO
Date: 4/13/2019
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
THE LEADERS GROUP, INC.
CRD#: 37157 / SEC#: , 8-47639
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 4 |
Red Flags
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