Unclaimed
Edwin Boyer is a financial advisor with over 20 years of experience in the industry. Currently, Edwin Boyer is registered with Asset Strategy Consultants LLC in HUNT VALLEY, MD as a Registered Investment Advisor. Edwin Boyer is a specialist in providing financial advice to high-net-worth individuals, charitable organizations, and pension and profit sharing plans. Edwin Boyer's professional experience includes prior roles at SANDERS MORRIS HARRIS INC. in HOUSTON, TX and DEAN WITTER REYNOLDS INC. Edwin Boyer has a strong track record of success in providing personalized financial advice and investment management services to clients.
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.
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.
One-time projects, with negotiated fee
1
2
MD
06/26/2023 - Present
Asset Strategy Consultants LLC (HUNT VALLEY MD)
TX
10/24/2003 - 03/21/2005
SANDERS MORRIS HARRIS INC. (HOUSTON TX)
NA
02/24/1978 - 07/13/1990
DEAN WITTER REYNOLDS INC.
NA
04/24/1975 - 02/24/1978
DEAN WITTER & CO. INCORPORATED
BC
Issued 02/24/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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