Winfred Boyce (CRD# 5285773) is an Investment Advisor Representative working at Mma Securities LLC in Fairburn, GA and has over 17 years of experience in the finance industry. Winfred Boyce has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mma Securities LLC | Fairburn, GA | Apr 2023 - Current | 1 |
| Marsh Mclennan Agency | Greensboro, NC | Jan 2021 - Current | 3 |
| Lpl Financial LLC | Fairburn, GA | Feb 2020 - Apr 2023 | 3 |
| W&s Brokerage Services | Cincinnati, OH | Jan 2019 - Feb 2020 | 1 |
| Western Southern Life | Norcross, GA | Nov 2018 - Feb 2020 | 1 |
| Unemployed | Fairburn, GA | Apr 2018 - Nov 2018 | < 1 |
| Personal Capital Advisors | San Fransisco, CA | Jun 2017 - Apr 2018 | < 1 |
| Unemployed | Fairburn, GA | May 2017 - Jun 2017 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fayeteville, GA | Apr 2014 - May 2017 | 3 |
| Bank Of America N.a. | Fayetteville, GA | Apr 2014 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
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