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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Boola? Claim Your ProfileBoola Sourial is an Investment Advisor Representative with Captrust, a firm that offers financial planning, pension consulting, and portfolio management services to various clients, including individuals, businesses, charitable organizations, and pension plans. Boola Sourial has experience with various financial products and services and is registered with the state of Massachusetts as an Investment Advisor Representative. Boola Sourial has been in the financial industry since January 11, 2019, and has previously worked with CAMMACK LARHETTE BROKERAGE, INC. and MML INVESTORS SERVICES, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
03/11/2021 - Present
Captrust (Boston MA)
MA
07/08/2020 - 07/07/2021
CAMMACK LARHETTE BROKERAGE, INC. (Wellesley MA)
MA
11/02/2018 - 04/27/2020
MML INVESTORS SERVICES, LLC (BOSTON MA)
IA
Issued 09/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/02/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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