Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelley? Claim Your ProfileShelley Lee Boyce is a financial advisor with over 30 years of experience in the industry. Shelley has a strong background in financial planning and investments, and is a Certified Financial Planner. Shelley is currently registered with Commonwealth Financial Network and Financial Planning Solutions, Inc. Shelley has worked with a wide range of clients, including individuals, families, businesses, and charitable organizations. Shelley is committed to providing her clients with personalized financial advice and guidance to help them 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.
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
CA
05/06/2005 - Present
Commonwealth Financial Network (CARLSBAD CA)
NY
12/04/1989 - 05/16/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
12/04/1989 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
NA
04/17/1989 - 11/10/1989
HOME LIFE INSURANCE COMPANY
CT
04/17/1989 - 11/10/1989
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 07/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/14/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Shelley Boyce is the right advisor for you? Invested Better is here to help.
