William J. Boyle
Professional summary
William Joseph Boyle was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.
William is a previously registered financial advisor and started their career in finance in 1993. Prior to being barred, William had worked at 10 firms, which includes LIFE FINANCIAL PLANNING LLC, JANNEY MONTGOMERY SCOTT LLC, CITIGROUP GLOBAL MARKETS INC., LEGG MASON WOOD WALKER INCORPORATED, FIRST UNION BROKERAGE SERVICES INC., INDEPENDENT FINANCIAL SECURITIES INC., IFMG SECURITIES INC., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, OSAIC FA INC., NEW ENGLAND SECURITIES.
Question & Answer
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Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 17, 2008 - December 31, 2009
LIFE FINANCIAL PLANNING, LLC
April 10, 2007 - November 12, 2007
JANNEY MONTGOMERY SCOTT LLC
February 21, 2006 - April 23, 2007
CITIGROUP GLOBAL MARKETS INC.
September 17, 1998 - February 21, 2006
LEGG MASON WOOD WALKER, INCORPORATED
May 29, 1998 - September 21, 1998
FIRST UNION BROKERAGE SERVICES, INC.
April 30, 1998 - May 21, 1998
INDEPENDENT FINANCIAL SECURITIES, INC.
April 1, 1996 - May 1, 1998
IFMG SECURITIES, INC.
September 29, 1994 - April 2, 1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
September 29, 1994 - April 2, 1996
OSAIC FA, INC.
September 24, 1993 - September 14, 1994
NEW ENGLAND SECURITIES
State Registrations and Notice Filings
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Exams
Current firm
No current employment
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