Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Boyce is a financial advisor with LPL Financial LLC. Jacob Boyce is registered with the state of New York and holds a Series 7, Series 66 and SIE license. Jacob Boyce has been in the securities industry since July 23, 2011. Jacob Boyce has prior experience with M&T Securities, Inc., American Portfolios Financial Services, Inc., AXA Advisors, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jacob Boyce's current affiliations include LPL Financial LLC in Rochester, New York. Jacob Boyce provides financial planning, portfolio management for individuals, pension consulting, and educational seminars to individuals, high net worth individuals, corporations, pension and profit sharing plans, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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
NY
06/09/2021 - Present
LPL Financial LLC (ROCHESTER NY)
NY
05/16/2016 - 06/09/2021
M&T SECURITIES, INC. (ROCHESTER NY)
NY
10/03/2014 - 06/15/2016
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (Pittsford NY)
NY
11/02/2012 - 10/09/2014
AXA ADVISORS, LLC (PITTSFORD NY)
NY
07/15/2011 - 10/23/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BUFFALO NY)
BOTH
Issued 08/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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