Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joan? Claim Your ProfileJoan Carmen Boyd is a financial advisor registered with LPL Financial LLC in Westborough, MA. Joan has been in the financial services industry since 2002. Prior to joining LPL Financial LLC, Joan worked for OSAIC WEALTH, INC., SII INVESTMENTS, INC., and LEGACY FINANCIAL SERVICES, INC. Joan holds Series 6, Series 63, and SIE licenses.
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.
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MA
12/07/2023 - Present
LPL Financial LLC (WESTBOROUGH MA)
MA
09/01/2023 - 12/13/2023
OSAIC WEALTH, INC. (WESTBOROUGH MA)
MA
11/28/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WESTBOROUGH MA)
MA
06/15/2007 - 11/29/2017
SII INVESTMENTS, INC. (WESTBOROUGH MA)
MA
01/23/2002 - 06/18/2007
LEGACY FINANCIAL SERVICES, INC. (PEABODY MA)
BC
Issued 03/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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