Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Boyer is a financial advisor with over 15 years of experience in the financial industry. He is currently registered with Osaic Wealth, Inc. in Henrico, VA and has held previous positions with firms such as SIGNATOR INVESTORS, INC., THE LEADERS GROUP, INC., CAPITAL BROKERAGE CORPORATION, P.J. ROBB VARIABLE CORPORATION, ING AMERICA EQUITIES, INC., PRINCOR FINANCIAL SERVICES CORPORATION and WADDELL & REED, INC.
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.
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.
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VA
11/02/2018 - Present
Osaic Wealth, Inc. (HENRICO VA)
VA
10/12/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (HENRICO VA)
CO
05/20/2016 - 09/14/2016
THE LEADERS GROUP, INC. (LITTLETON CO)
VA
02/03/2014 - 03/23/2016
CAPITAL BROKERAGE CORPORATION (RICHMOND VA)
NC
01/08/2010 - 03/08/2012
P.J. ROBB VARIABLE CORPORATION (CHARLOTTE NC)
MN
04/25/2008 - 08/31/2009
ING AMERICA EQUITIES, INC. (MINNEAPOLIS MN)
MN
09/07/2006 - 04/21/2008
PRINCOR FINANCIAL SERVICES CORPORATION (OAKDALE MN)
KS
06/30/2003 - 12/31/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 08/13/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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