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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Robert Boyd is a financial professional with over 30 years of experience in the financial services industry. John Boyd is a Registered Representative and Investment Advisor Representative with Boyd Financial Strategies, Inc. John Boyd has been with Boyd Financial Strategies, Inc. since January 2005 and is a Certified Financial Planner. John Boyd also holds a Series 7 and a Series 63 license. Previously, John Boyd was employed at Commonwealth Equity Services, Inc. and Manequity, Inc. John Boyd is dedicated to providing comprehensive financial planning and investment management services to individuals, families, and charitable organizations. Boyd Financial Strategies, Inc. specializes in working with high-net-worth individuals and families, as well as charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. Boyd Financial Strategies, Inc. is committed to providing personalized financial advice that meets the unique needs of each client.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MA
04/11/1996 - Present
Boyd Financial Strategies, Inc. (WORCESTER MA)
MA
09/22/1988 - 12/31/1995
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
MA
04/24/1985 - 09/26/1988
MANEQUITY, INC. (BOSTON MA)
BC
Issued 05/08/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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