Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Boyd? Claim Your ProfileBoyd L. Sorem is a financial advisor with LPL Financial LLC, located in Scottsdale, Arizona. Boyd has been in the financial services industry since April 2007. Boyd holds Series 6, 7, 63, and 65 licenses, and specializes in financial planning, portfolio management, and consulting services. Boyd is registered to provide investment advisory services in Arizona and Colorado.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
01/12/2024 - Present
LPL Financial LLC (SCOTTSDALE AZ)
CT
04/22/2022 - 06/22/2023
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
AZ
12/17/2021 - 04/07/2022
LPL FINANCIAL LLC (SCOTTSDALE AZ)
AZ
06/24/2021 - 11/22/2021
COMMONWEALTH FINANCIAL NETWORK (SCOTTSDALE AZ)
CO
03/02/2006 - 01/05/2021
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
IA
Issued 07/09/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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