Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Boyd? Claim Your ProfileBoyd Bohlool is an investment advisor with Momentum Independent Network Inc. Boyd has been in the securities industry since 1986. Boyd is registered with the state of Massachusetts, New Jersey, New York, Ohio, and Virginia. Boyd has also been registered with several other firms throughout his career. Boyd holds the Series 3, 7, and 63 securities licenses. Boyd also holds the Series 65 investment advisor license. Boyd's practice offers financial planning, educational seminars, and portfolio management for individuals.
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.
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.
12b-1 fees
1
2
TX
12/13/2021 - Present
Momentum Independent Network Inc. (DALLAS TX)
VA
09/20/2019 - 12/13/2021
CETERA ADVISOR NETWORKS LLC (VIRGINIA BEACH VA)
VA
08/25/2008 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (VIRGINIA BEACH VA)
DC
03/08/2006 - 08/28/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
CT
05/07/2001 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
MD
02/05/1996 - 05/14/2001
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
CT
02/20/1990 - 02/15/1996
ADVEST, INC. (HARTFORD CT)
NY
04/11/1988 - 03/08/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
01/21/1986 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 01/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1989
Series 3 - National Commodity Futures Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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