Muriel R. Boyd
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Muriel Roberta Boyd, who also goes by Muriel R Boyd, was a registered financial professional .
Muriel is a previously registered financial professional and started their career in finance in 1983. Muriel had worked at 7 firms and has passed the Series 63, Series 2, Series 6, Series 22, Series 39 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 23, 2005 - July 1, 2013
THE PACIFIC CENTER FOR FINANCIAL SERVICES
February 9, 1996 - December 31, 2011
CETERA WEALTH SERVICES, LLC
November 1, 1995 - February 14, 1996
OSAIC WEALTH, INC.
June 13, 1991 - November 21, 1995
CETERA WEALTH SERVICES, LLC
January 9, 1990 - June 20, 1991
HERRMANN SECURITIES, INC.
November 15, 1989 - January 17, 1990
CYPRESS CAPITAL CORPORATION
June 9, 1986 - November 15, 1989
HERRMANN SECURITIES, INC.
February 25, 1986 - June 5, 1986
M.T. GLANTZ FINANCIAL CORPORATION
November 22, 1983 - February 25, 1986
T. T. SECURITIES, INC.
Primary Firm SEC Registration
THE PACIFIC CENTER FOR FINANCIAL SERVICES
CRD#: 104557 / SEC#: 801-55119
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 2
Date: 10/22/1993
Non-Member General Securities ExaminationCurrent Firm
THE PACIFIC CENTER FOR FINANCIAL SERVICES
CRD#: 104557 / SEC#: 801-55119
Contact information
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,672 |
| AUM (Assets Under Management) | $ 960,563,329 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
