Unclaimed
Alec John Bouchee is a registered representative with Wells Fargo Clearing Services, LLC. Alec John Bouchee has been in the industry since June 24, 2021. Alec John Bouchee holds the following licenses: Series 66, Series 7TO and SIE. Alec John Bouchee is registered with the state of Montana. Alec John Bouchee is also registered with the states of Arizona, California, Colorado, Florida, Idaho, Michigan, Minnesota, Mississippi, North Dakota, Oregon, Texas, Utah, Washington and Wyoming. Alec John Bouchee has experience with individuals, corporations, high net worth individuals, charitable organizations, pension and profit sharing plans and insurance companies.
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.
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.
Investment consulting services to institutional clients
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.
A percentage of the total value of assets under management is charged.
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MT
01/23/2025 - Present
Wells Fargo Clearing Services, LLC (BOZEMAN MT)
BOTH
Issued 09/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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