Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lloyd? Claim Your ProfileLloyd Stephen Boord is a registered representative with Bofa Securities, Inc. in Cincinnati, Ohio. Lloyd has been in the financial services industry since 2002. Lloyd is a Series 7, Series 24, Series 63, and Series 79TO licensed representative. Lloyd has been with Bofa Securities, Inc. since 2021. Previously, Lloyd was with J.P. Morgan Securities Inc. in San Francisco, California.
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.
Research-related 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.
Negotiated fees for research-related services
1
2
OH
05/29/2021 - Present
Bofa Securities, Inc. (CINCINNATI OH)
CA
09/17/2002 - 05/09/2007
J.P. MORGAN SECURITIES INC. (SAN FRANCISCO CA)
BC
Issued 05/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2021
Series 24 - General Securities Principal Examination
BC
Issued 05/28/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/19/2021
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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