Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Boyd? Claim Your ProfileBoyd Jerod Pederson is a registered Investment Advisor Representative with Summit Global Investments, LLC. Boyd is based in Gunnison, Colorado and is a Certified Public Accountant with experience in tax planning, business consulting and wealth transfer. Boyd has a wide range of experience in the financial services industry, including working with both individuals and businesses. Boyd is a Personal Financial Specialist and holds Series 6, 7, 26, 63 and 65 licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Analytical 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CO
08/28/2023 - Present
Summit Global Investments, LLC (Gunnison CO)
CO
01/06/2012 - 08/28/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (GUNNISON CO)
CO
04/12/2002 - 01/06/2012
WORLD GROUP SECURITIES, INC. (GUNNISON CO)
GA
02/18/2002 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 12/06/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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