Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Boyce Fellows is an Investment Advisor Representative associated with Kestra Advisory Services, LLC. Richard has been in the securities industry for over 20 years, with experience at firms including Loomis Sayles Distributors, L.P. and Fidelity Investments Institutional Services Company, Inc. Richard holds the Series 6, 7, 24, 63, and 65 licenses. Richard is a dedicated professional committed to providing financial advice to clients.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
04/24/2020 - Present
Kestra Advisory Services, LLC (Boston MA)
MA
08/28/2003 - 12/12/2007
LOOMIS SAYLES DISTRIBUTORS, L.P. (BOSTON MA)
RI
05/30/1997 - 10/28/2002
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 01/09/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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