Unclaimed
Michael Scott Boyd is a registered representative and investment advisor representative. Michael has been in the financial industry since 1988 and has a broad range of experience. Michael is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and previously worked at NatCity Investments, Inc. and NatCity Insurance Services, Inc. Michael has a strong track record of success in providing investment advice and financial planning services to individuals, families, and businesses. Michael specializes in portfolio management for individuals and businesses, and has a strong understanding of the financial markets.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
IL
09/15/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SPRINGFIELD IL)
IL
04/22/1998 - 09/08/2008
NATCITY INVESTMENTS, INC. (SPRINGFIELD IL)
OH
12/01/1994 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
IL
03/30/1993 - 12/07/1994
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
12/20/1988 - 04/02/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/27/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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