Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Boyd is a financial professional with over 30 years of experience in the financial services industry. Jon works as a registered representative and investment advisor representative at Cambridge Investment Research Advisors, Inc. and holds FINRA Series 6, 7, 26, and 66 securities registrations as well as state securities registrations in 13 states. Jon has been registered with Cambridge Investment Research Advisors, Inc. since November 2013. Previously Jon worked for PROEQUITIES, INC., VARIABLE INVESTMENT ADVISORS, INC., USALLIANZ SECURITIES, INC., and PRUCO SECURITIES CORPORATION. Jon specializes in Financial Planning, Retirement Planning, and Mutual Funds and ETFs.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
AZ
12/04/2013 - Present
Cambridge Investment Research Advisors, Inc. (SCOTTSDALE AZ)
CO
03/23/2006 - 11/29/2013
PROEQUITIES, INC. (COLORADO SPRINGS CO)
SD
10/18/2004 - 03/20/2006
VARIABLE INVESTMENT ADVISORS, INC. (TEA SD)
MN
07/10/2001 - 10/15/2002
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
NJ
09/12/1983 - 07/12/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 06/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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