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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Boyd is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Peachtree City, Georgia. Charles has been in the industry since September 7, 2009 and has experience with a variety of clients, including individuals, high net worth individuals, corporations, pension plans, and charitable organizations. Charles has a wide range of investment products and services, including securities, investment company products, and variable contracts. Charles also has experience with a variety of advisory services, such as performance measurement reports, allocation modeling, IPS, research reports and services, pension consulting, and educational seminars. In addition to his current role with Merrill Lynch, Charles is also the owner of a for-profit business in Newnan, Georgia.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
GA
01/09/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PEACHTREE CITY GA)
AL
01/21/2000 - 09/24/2002
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
MA
07/07/1999 - 12/03/1999
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 11/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/26/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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