Unclaimed
Barbara Boyd is a financial advisor with Momentum Independent Network Inc. Barbara has been working in the financial industry since 2007. She is licensed in 22 states and is currently registered with FINRA. Barbara has passed Series 7, Series 63 and SIE exams. She is also registered with the state of Illinois. Momentum Independent Network Inc. is a firm that provides investment advisory services to individuals, corporations, and charitable organizations. They are also a Registered Investment Advisor. They primarily service high net worth individuals and individuals other than high net worth. They offer financial planning, portfolio management for individuals, educational seminars, and selection of other advisors. Barbara is qualified to help you with your financial needs.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
IL
01/04/2017 - Present
Momentum Independent Network Inc. (Springfield IL)
NY
05/19/1992 - 08/02/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 06/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Barbara Boyd is the right advisor for you? Invested Better is here to help.