Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shlomo? Claim Your ProfileShlomo Boyd is a financial advisor registered with Cetera Investment Advisers LLC. Shlomo has been in the financial services industry since June 2018. Shlomo has a Series 66 license. Shlomo's office is located in Duluth, Georgia. Cetera Investment Advisers LLC has offices in Schaumburg, Illinois and El Segundo, California. Cetera Investment Advisers LLC provides a range of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
A percentage of the total value of assets under management is charged.
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GA
12/06/2024 - Present
Cetera Investment Advisers LLC (DULUTH GA)
Active
Inactive
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