Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Chrestman Boyd is a financial advisor who has been in the industry since June 2010. Susan has a background with Wells Fargo Advisors, LLC and currently holds a position with Wells Fargo Clearing Services, LLC. Susan is licensed to provide investment advice in Mississippi, Arkansas, Massachusetts, and Utah. She has a wide range of experience in the financial services industry and holds several licenses and certifications, including Series 66, Series 7, Series 9, Series 10, and Series 99TO. Susan's commitment to providing personalized financial advice is evident in her numerous client types, including high-net-worth individuals, corporations, pension plans, individuals other than high-net-worth, and charitable organizations.
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.
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.
Investment consulting services to institutional clients
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
MS
04/03/2024 - Present
Wells Fargo Clearing Services, LLC (OXFORD MS)
FL
09/15/2009 - 06/30/2015
WELLS FARGO ADVISORS, LLC (DESTIN FL)
BOTH
Issued 04/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/22/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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