Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Ray Boyd is an active investment advisor representative at Osaic Wealth, Inc., located in Califon, NJ. William has over 40 years of experience in the financial services industry, beginning his career in 1983. William holds Series 7, 24, 53, and 66 securities licenses. William is registered to provide investment advice in 21 states and has a comprehensive understanding of financial planning, portfolio management, and pension consulting.
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.
1
2
NJ
09/01/2023 - Present
Osaic Wealth, Inc. (Califon NJ)
NJ
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (Califon NJ)
AZ
05/19/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
08/17/1990 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NJ
02/19/1985 - 08/17/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
11/22/1983 - 03/12/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 03/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/12/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Boyd is the right advisor for you? Invested Better is here to help.
