Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharonda? Claim Your ProfileSharonda Yvette Boyd is a financial professional with over 19 years of experience in the industry. She is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. Prior to joining TIAA-CREF, Sharonda worked with several other firms, including New England Securities, MetLife Investors Distribution Company, and Vanguard Marketing Corporation. Sharonda is licensed to provide financial advice in North Carolina. She holds the Series 7TO, Series 6, Series 63, and Series 24 licenses. Sharonda's expertise includes portfolio management for individuals, financial planning, and selection of other advisers. She is committed to helping her clients achieve their financial goals.
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.
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.
Compensation from affiliates
1
2
NC
06/15/2017 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
07/15/2014 - 07/21/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
03/17/2014 - 07/11/2014
NEW ENGLAND SECURITIES (CHARLOTTE NC)
NC
01/30/2014 - 07/11/2014
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
NC
01/30/2014 - 07/11/2014
METLIFE SECURITIES INC. (CHARLOTTE NC)
NC
06/06/2003 - 11/25/2013
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 06/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2021
Series 24 - General Securities Principal Examination
BC
Issued 01/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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