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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Boyd is a financial advisor with over 10 years of experience in the industry. Andrew currently works for Cetera Investment Advisers LLC and is registered in 10 states, including Alabama, Florida, Iowa, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee. Previously, Andrew worked for Summit Brokerage Services, Inc. and J.P. Turner & Company, L.L.C. Andrew's areas of specialization include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for both businesses and individuals.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
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.
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2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (ALTOONA PA)
PA
09/01/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (ALTOONA PA)
PA
02/26/2013 - 09/29/2015
J.P. TURNER & COMPANY, L.L.C. (ALTOONA PA)
IA
Issued 02/15/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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