Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernie? Claim Your ProfileBernie Coleman Boyd is a financial advisor with over 20 years of experience in the industry. Bernie is currently registered with Fidelity Brokerage Services LLC. Bernie has a broad range of experience and holds Series 6, 7, 9, 10 and 63 licenses, as well as the SIE exam. Bernie has been active in the industry since May 3, 2003, and has a proven track record of success in helping clients achieve their financial goals.
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.
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.
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KY
06/20/2011 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
RI
11/15/1996 - 12/31/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 06/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/22/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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