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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Boyd is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jerry has been in the industry since 2008 and has experience with a variety of investment products and services. Jerry is registered with the state of New York and several other states. Jerry holds several licenses including Series 63, 66, and 7. Jerry has a strong background in providing investment advice to individuals, businesses, and institutions. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Jerry was an advisor with J.P. MORGAN SECURITIES LLC, MORGAN STANLEY, and CITIGROUP GLOBAL MARKETS INC. Jerry has a reputation for providing high-quality investment advice and service.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
07/01/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
01/07/2016 - 06/13/2016
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
06/01/2009 - 11/14/2013
MORGAN STANLEY (NEW YORK NY)
NY
09/07/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 01/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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