Unclaimed
Craig Boyd is a financial professional with over 27 years of experience in the financial services industry. Craig has a Series 6, Series 63 and SIE licenses and is registered with PFS Investments Inc. as an Investment Advisor Representative. PFS Investments Inc. is a firm that provides investment advisory services to individuals, businesses and charitable organizations. The firm has over 59,808 clients and approximately $8.5 billion in assets under management. Craig specializes in providing investment advice and portfolio management services to 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.
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.
A percentage of the total value of assets under management is charged.
1
2
MI
02/06/1996 - Present
PFS Investments Inc. (SOUTHFIELD MI)
BC
Issued 01/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Craig Boyd is the right advisor for you? Invested Better is here to help.