Byron Camp

Results driven finance professional and current Financial Advisor Trainee with an MBA in Financial Planning and Analysis and a BA in Applied Mathematics from the University of California, Berkeley. Completed the Series 66 and SIE exams and prepared for the Series 7, with a strong analytical foundation and client focused approach. Combines quantitative expertise with hands on advisory training to deliver thoughtful, tailored financial solutions aligned with client goals. Builds trust, communicates complex concepts clearly, and operates effectively in regulated environments while contributing to firm growth and long term client relationships.

• FINRA – Securities Industry Essentials (SIE), 04/30/25, 04/30/29
• FINRA – Uniform Combined State Law Examination (Series 66), 10/28/25, 10/28/27
• Product Management Certificate, Cornell University, 08/01/23
• Nationally Registered EMT License, Moorpark College, 12/01/22, 12/31/23

Series 66
The Series 66 qualifies me to act as an Investment Adviser Representative, allowing me to provide investment advice and offer securities products while meeting state regulatory requirements. It demonstrates a strong understanding of portfolio management, fiduciary standards, ethics, and securities regulations.

Securities Industry Essentials (SIE)
The SIE exam covers foundational knowledge of the securities industry, including market structure, products, regulations, and ethical responsibilities. Passing this exam reflects a solid grasp of industry fundamentals and regulatory standards.

Series 7 (Exam-Ready)
Prepared to sit for the Series 7, which qualifies representatives to offer and manage a broad range of securities products, including stocks, bonds, mutual funds, and other investment vehicles. Exam readiness reflects comprehensive knowledge of product suitability, risk assessment, and client-focused investment strategies.