Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Montgomery Boyd is an investment advisor representative registered with Raymond James Financial Services Advisors, Inc. Mary has been in the securities industry since May 1981. Mary has passed the Series 63, Series 65 and Series 7 exams. Mary has experience working at MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC. and LEHMAN BROTHERS INC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
07/06/2018 - Present
Raymond James Financial Services Advisors, Inc. (GREENSBORO NC)
NC
06/01/2009 - 02/22/2017
MORGAN STANLEY (GREENSBORO NC)
NC
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GREENSBORO NC)
NY
07/06/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/01/1984 - 07/13/1989
PRUDENTIAL-BACHE SECURITIES INC.
NA
12/03/1979 - 08/13/1984
WHEAT, FIRST SECURITIES, INC.
IA
Issued 03/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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