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Becky Lee Bouchard

Fidelity Brokerage Services LLC

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About Becky Lee Bouchard

Becky Bouchard is a financial advisor with over 18 years of experience in the industry. She is currently registered with Fidelity Brokerage Services LLC. Becky has held previous roles at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. and J. P. MORGAN INVEST, LLC. Becky is licensed to provide investment advice in Massachusetts.

Firm Information

Becky Bouchard is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Becky Bouchard’s Registration & Firm History

MA

04/29/2022 - Present

Fidelity Brokerage Services LLC (BOSTON MA)

MA

11/21/2005 - 01/30/2007

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (BOSTON MA)

MA

12/04/2003 - 11/22/2005

J. P. MORGAN INVEST, LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 08/04/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/01/2005

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MEMX LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Becky Lee Bouchard.
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