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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Augustine Boykin is a financial advisor with over 40 years of experience in the industry. William is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously been employed at several other firms including CITIGROUP GLOBAL MARKETS INC., DEUTSCHE BANK SECURITIES INC., DB ALEX. BROWN LLC, and ALEX. BROWN & SONS INCORPORATED. William is a licensed advisor in several states. William has specialized in providing financial advice and portfolio management for individuals, businesses, and institutional clients.
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
MD
05/05/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HUNT VALLEY MD)
MD
06/21/2002 - 05/15/2009
CITIGROUP GLOBAL MARKETS INC. (LUTHERVILLE MD)
NY
01/13/2001 - 07/02/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
06/21/1982 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NA
08/21/1981 - 07/06/1982
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 07/20/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/15/1981
Series 7 - General Securities Representative 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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