Unclaimed
Hope Boyce is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lake Oswego, OR. Hope has been working in the financial services industry since 1988 and has a strong track record of success in helping clients reach their financial goals. Hope is committed to providing personalized financial advice and is dedicated to building long-term relationships with her clients. Hope offers a wide range of financial services including financial planning, portfolio management, and retirement planning. Hope is licensed to provide investment advice in Oregon and Texas.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
02/29/2024 - Present
Raymond James Financial Services Advisors, Inc. (Lake Oswego OR)
OR
07/11/2001 - 03/05/2024
D.A. DAVIDSON & CO. (PORTLAND OR)
NY
07/23/1998 - 07/19/2001
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
MN
09/16/1996 - 07/29/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NY
07/31/1993 - 09/17/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
01/02/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
12/22/1987 - 11/29/1988
PRUDENTIAL-BACHE SECURITIES INC.
BOTH
Issued 08/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1989
Series 3 - National Commodity Futures Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Hope Boyce is the right advisor for you? Invested Better is here to help.