Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jay Boyd is a financial advisor who has been in the industry since December 1995. David is currently registered with Edward Jones and has been with the firm since July 1998. Prior to joining Edward Jones, David has held positions with FISERV INVESTOR SERVICES, INC., AEGON USA SECURITIES INC., and PROVIDENT DISTRIBUTORS, INC. David is a Certified Financial Planner and has passed the Series 63, Series 24, SIE and Series 7 exams. David specializes in retirement planning, insurance, college savings, estate planning, and investments. David is also on the Investment Advisory Board and is a Trustee for Madonna University.
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.
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.
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.
See schedule d - miscellaneous
1
2
MI
08/19/2014 - Present
Edward Jones (NORTHVILLE MI)
TX
02/18/1998 - 07/10/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
IA
01/07/1997 - 02/18/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
PA
12/08/1995 - 01/13/1997
PROVIDENT DISTRIBUTORS, INC. (KING OF PRUSSIA PA)
BC
Issued 01/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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