Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Boyd is a registered investment advisor with U.S. Bancorp Investments, Inc. Michelle has been in the financial services industry since 2006 and is currently registered with the state of Ohio. Michelle has held prior roles with CETERA ADVISORS LLC and FIDELITY BROKERAGE SERVICES LLC. Michelle is a Series 6, 7, 24, 52, 53, 63, and 65 licensed representative. Michelle holds her licenses with both FINRA and the state of Ohio. Michelle specializes in providing financial planning, portfolio management, and investment advisory services.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OH
08/15/2016 - Present
U.s. Bancorp Investments, Inc. (Cincinnati OH)
OH
06/11/2007 - 07/25/2016
CETERA ADVISORS LLC (CINCINNATI OH)
OH
12/21/2006 - 05/09/2007
FIDELITY BROKERAGE SERVICES LLC (CINCINATTI OH)
OH
11/12/1996 - 07/15/1997
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
IA
Issued 09/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/26/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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