Unclaimed
Luscinda Rose Boyd is a Registered Investment Advisor associated with Ernst & Young Investment Advisers LLP. Luscinda has been in the securities industry since 2003. Luscinda is licensed in California and has been registered with the state since 2007. Previously, Luscinda worked for USAA Financial Advisors, Inc., H&R Block Financial Advisors, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Luscinda holds a Series 66 and a Series 7 license. Luscinda specializes in retirement, estate planning, and tax-oriented strategies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
CA
04/10/2007 - Present
Ernst & Young Investment Advisers LLP (SAN DIEGO CA)
AZ
12/08/2005 - 06/01/2006
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
MI
02/04/2004 - 11/10/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MN
10/15/2003 - 02/05/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/15/2003 - 12/18/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/31/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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