Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Boyce? Claim Your ProfileBoyce Stafford Brice is a financial advisor with over 20 years of experience in the financial services industry. Boyce is currently registered with Fidelity Personal and Workplace Advisors. Boyce has held previous positions at TIAA-CREF Individual & Institutional Services, LLC, Raymond James Financial Services, Inc., BI Investments, LLC, Wachovia Securities, Inc., Wachovia Brokerage Service, and American Express Financial Advisors Inc. Boyce has earned the Certified Financial Planner designation. Boyce is licensed in 52 states and the District of Columbia.
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.
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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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
VA
02/24/2005 - 09/29/2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTESVILLE VA)
FL
05/06/2004 - 12/07/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
VA
06/19/2003 - 04/30/2004
BI INVESTMENTS, LLC (GLEN ALLEN VA)
MO
06/15/2002 - 03/24/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
02/14/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
10/28/1999 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
MN
08/27/1997 - 10/22/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/27/1997 - 10/22/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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