Unclaimed
Michael Boyd is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Michael has been in the financial services industry since 2005. Michael is registered to provide investment advice in Virginia, Tennessee, Alabama, California, Georgia, Kentucky, Maryland, North Carolina, South Carolina, and West Virginia. Michael also holds Series 7, 63, and 65 licenses.
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.
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.
Investment consulting services to institutional clients
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.
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2
VA
05/01/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ABINGDON VA)
VA
06/01/2008 - 05/01/2024
OSAIC INSTITUTIONS, INC. (POUNDING MILL VA)
VA
05/15/2006 - 06/01/2008
BI INVESTMENTS, LLC (LEBANON VA)
VA
06/21/2005 - 11/04/2005
EDWARD JONES (BRISTOL VA)
IA
Issued 06/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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