Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Boyd? Claim Your ProfileBoyd Burkholder is a financial advisor with Ameriprise Financial Services, LLC. Boyd has been in the financial services industry since August 1999. Boyd is registered with the Securities and Exchange Commission (SEC) and is also registered with FINRA as well as with the following states: Alabama, Arizona, California, Connecticut, District of Columbia, Florida, Indiana, Kentucky, Louisiana, Maryland, Michigan, New Hampshire, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and West Virginia. Boyd provides financial planning services to individuals, businesses, trusts, and estates. Boyd holds the Series 63 and Series 65 licenses. Boyd is also a registered representative with Ameriprise Financial Services, LLC. Boyd has been with Ameriprise since August 2013. Boyd is also a registered investment advisor representative with Ameriprise Financial Services, LLC.
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.
Asset allocation services
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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VA
08/09/2013 - Present
Ameriprise Financial Services, LLC (HARRISONBURG VA)
VA
01/02/2013 - 08/20/2013
BB&T SECURITIES, LLC (HARRISONBURG VA)
VA
04/16/2001 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (HARRISONBURG VA)
MD
04/26/1999 - 12/31/2000
MEDALLION INVESTMENT SERVICES, INC. (SEVERNA PARK MD)
IA
Issued 10/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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