Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Boyd is a financial advisor registered with Charles Schwab & CO., Inc. with over 30 years of experience in the financial services industry. Robert is currently licensed to offer investment advice in California. Robert is also licensed to offer securities services in 28 states. Robert is a Series 63, 65, 7, 8, 9, 10 and SIE licensed advisor. Robert's prior experience includes employment at Charles Schwab & CO., Inc. in Westlake, TX. Robert is also actively involved in the real estate business, owning rental properties in Athens, AL, Diggs, ID, and Reno, NV.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
05/10/2000 - Present
Charles Schwab & CO., Inc. (Los Altos CA)
TX
08/06/1993 - 12/09/1997
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 02/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/22/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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