Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bouquet? Claim Your ProfileBouquet Boulter is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Austin, TX. Bouquet Boulter is also a registered representative for Raymond James Financial Services, Inc. Bouquet Boulter has been in the securities industry since 2000, working for Charles Schwab & Co., Inc. and Raymond James Financial Services, Inc. before joining Raymond James Financial Services Advisors, Inc.. Bouquet Boulter holds Series 7 and Series 63 licenses and has passed the SIE and Series 65 exams. Bouquet Boulter has a wide range of experience in the financial services industry and is committed to providing clients with personalized financial advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
10/06/2014 - Present
Raymond James Financial Services Advisors, Inc. (AUSTIN TX)
TX
09/14/2000 - 09/26/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
FL
07/27/1998 - 07/03/2000
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IA
Issued 09/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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