Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Boyd is a financial advisor registered with Cambridge Investment Research Advisors, Inc. with over 25 years of experience in the industry. Michael has a wide range of experience, having previously worked with MetLife Securities Inc., Metropolitan Life Insurance Company, Packerland Brokerage Services, Inc., Focused Investments L.L.C. Michael is a Certified Financial Planner and a Chartered Financial Consultant. Michael is licensed to provide investment advice in many states, including Wisconsin, Texas and Florida. Michael works with a wide variety of clients including individuals, families and businesses.
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.
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.
Solicitation fees from 3rd party money managers
1
2
WI
08/29/2014 - Present
Cambridge Investment Research Advisors, Inc. (RHINELANDER WI)
WI
07/21/2006 - 09/04/2014
METLIFE SECURITIES INC. (RHINELANDER WI)
WI
07/21/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MILWAUKEE WI)
WI
09/07/2004 - 07/17/2006
PACKERLAND BROKERAGE SERVICES, INC. (RHINELANDER WI)
IL
10/14/2003 - 09/07/2004
FOCUSED INVESTMENTS L.L.C. (CHICAGO IL)
MA
04/16/1998 - 10/15/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/16/1998 - 10/15/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 01/08/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Boyd is the right advisor for you? Invested Better is here to help.
