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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Betsy? Claim Your ProfileBetsy Boyd is a financial advisor who has been in the industry since 1992. She currently works for Osaic Wealth, Inc. and is registered in Michigan, Maryland and Florida. Betsy has been active in the industry for over three decades. She has expertise in various aspects of financial planning, portfolio management, and retirement planning. Betsy has experience working with individuals, families, businesses, and institutions. Betsy is committed to helping her clients achieve their financial goals. She provides a personalized approach to financial planning and investment management. She has a deep understanding of the investment markets and is committed to providing her clients with the highest level of service.
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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MI
11/03/2023 - Present
Osaic Wealth, Inc. (CLARKSTON MI)
MI
07/30/2002 - 11/03/2023
FSC SECURITIES CORPORATION (CLARKSTON MI)
FL
04/12/2000 - 08/21/2000
BROAD STREET SECURITIES, INC. (PLANTATION FL)
NJ
05/30/1997 - 05/10/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MI
01/08/1997 - 05/09/1997
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
IL
09/04/1990 - 01/09/1997
GRACE BROTHERS LTD. (EVANSTON IL)
IA
Issued 12/17/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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