Unclaimed
Boston Prachyl is a financial advisor currently working with 49 Financial. Boston is registered with the state of Florida to provide investment advisory services. Boston has a strong track record in the industry, having previously worked with Purshe Kaplan Sterling Investments. Boston has held a Series 63, Series 66 and Series 7TO licenses in the past and is also a Registered Representative. Boston offers a range of services, including portfolio management for individuals and businesses, financial planning, and selection of other advisors. Boston specializes in working with individuals, high net worth individuals, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
02/21/2023 - Present
49 Financial (Jacksonville FL)
FL
02/07/2020 - 01/10/2024
PURSHE KAPLAN STERLING INVESTMENTS (Jacksonville FL)
BOTH
Issued 03/12/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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