Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Boyd is a financial professional with over 15 years of experience in the financial industry. Justin Boyd is currently a Registered Representative with Principal Securities, Inc. and has been with the firm since March 2016. Justin Boyd has held previous positions with U.S. Bancorp Investments, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Investment Services, Inc. Justin Boyd has passed the Series 66, Series 7, and SIE exams, and is currently registered in eight states: California, Hawaii, Illinois, Iowa, Nevada, Oregon, Utah, and Washington. Justin Boyd specializes in financial planning, pension consulting, educational seminars, and selection of other advisers.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
CA
03/17/2021 - Present
Principal Securities, Inc. (CONCORD CA)
CA
09/30/2010 - 07/11/2013
U.S. BANCORP INVESTMENTS, INC. (LAFAYETTE CA)
CA
10/23/2009 - 09/30/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
CA
05/19/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WALNUT CREEK CA)
BOTH
Issued 12/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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