Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandford? Claim Your ProfileSandford C. Boyce is a financial advisor with over 37 years of experience in the financial services industry. Sandford is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds Series 3, 5, 7, 15, 63, and 65 licenses. Sandford has been registered with Merrill Lynch since 2016, but previously worked for William Blair & Company L.L.C., R. W. Pressprich & Co., Inc., Prudential Securities Incorporated, and Thomson McKinnon Securities Inc. Sandford provides portfolio management for individuals and businesses, as well as pension consulting and educational seminars. Sandford works with a range of clients, including individuals, high-net-worth individuals, corporations, and institutions.
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
11/29/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHICAGO IL)
IL
11/05/2001 - 07/30/2015
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
NY
04/17/2001 - 08/24/2001
R. W. PRESSPRICH & CO., INC. (NEW YORK NY)
NY
05/04/1988 - 11/17/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
09/14/1984 - 05/05/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
02/23/1983 - 08/16/1984
THOMSON MCKINNON SECURITIES INC.
IA
Issued 07/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1988
Series 15 - Foreign Currency Options Examination
BC
Issued 03/28/1983
Series 5 - Interest Rate Options Examination
BC
Issued 02/19/1983
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1982
Series 3 - National Commodity Futures 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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