Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Boyd is an investment advisor representative with Commonwealth Financial Network. Rebecca has been working in the financial services industry since 1999. Rebecca has been registered with the Securities and Exchange Commission (SEC) since 2000 and has an active registration with the state of Texas. Commonwealth Financial Network, a registered investment advisor, is a nationwide firm with offices across the country. They provide a variety of services including financial planning, portfolio management, and retirement planning. Commonwealth Financial Network is committed to helping individuals and families achieve their financial goals. Rebecca specializes in working with individuals, families, businesses, and charitable organizations.
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.
1
2
TX
02/29/2024 - Present
Commonwealth Financial Network (San Antonio TX)
TX
11/28/2000 - 03/04/2024
FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)
MN
10/01/1999 - 07/25/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/01/1999 - 07/25/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Rebecca Boyd is the right advisor for you? Invested Better is here to help.
