Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Winfred? Claim Your ProfileWinfred Boyce is an experienced financial professional with over 15 years in the industry. Winfrey has been a registered representative since 2007 and currently holds registrations with MMA Securities LLC in Georgia and North Carolina. Previously, Winfred worked with LPL Financial LLC, W&S Brokerage Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, SunTrust Investment Services, Inc., Edward Jones and Wells Fargo Advisors, LLC. Winfred is a CERTIFIED FINANCIAL PLANNER™ and holds the Series 6, 7, 63 and 66 securities licenses. Winfrey is also an instructor for Rasmussen University and Kaplan and provides financial planning education courses for Kaplan.
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.
Advisory services to retirement plan participants
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.
Based on assets under advisement or per capita
1
2
GA
04/10/2023 - Present
MMA Securities LLC (Fairburn GA)
GA
02/27/2020 - 04/03/2023
LPL FINANCIAL LLC (FAIRBURN GA)
GA
02/18/2019 - 03/13/2020
W&S BROKERAGE SERVICES, INC. (Norcross GA)
GA
04/29/2014 - 05/19/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FAYETTEVILLE GA)
GA
08/22/2013 - 02/03/2014
SUNTRUST INVESTMENT SERVICES, INC. (MARIETTA GA)
GA
09/10/2010 - 07/18/2013
EDWARD JONES (NEWNAN GA)
GA
03/29/2007 - 09/03/2010
WELLS FARGO ADVISORS, LLC (MABLETON GA)
BOTH
Issued 10/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/28/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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