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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ben? Claim Your ProfileBen Harold Boyd is a financial advisor with over 19 years of experience in the industry. Ben is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Ben has a wide range of experience, having previously worked at CHARLES SCHWAB & CO., INC. and FIDELITY BROKERAGE SERVICES LLC. Ben holds several licenses, including Series 6, 7, 63 and 66. Ben is also a Registered Investment Advisor in Texas. Ben specializes in providing financial advice to individuals, businesses, pension and profit-sharing plans, corporations and insurance companies.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
04/10/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SOUTHLAKE TX)
TX
08/29/2016 - 04/14/2023
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
10/06/2004 - 08/16/2016
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
GA
12/12/2003 - 09/21/2004
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BOTH
Issued 1/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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