Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Clinton Boudreau is a registered representative with MML Investors Services, LLC. Chad has been in the financial services industry since 2011. Chad is licensed to sell securities in Louisiana, Texas, California, Colorado, Mississippi, New Mexico, Tennessee, Washington and is also registered as an Investment Advisor Representative in Louisiana and Texas. Chad's previous employment includes Northwestern Mutual Investment Services, LLC. Chad has a Series 6, Series 26, Series 63 and Series 65 license and the SIE exam.
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.
Asset allocation programs
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.
Solicitors fees
1
2
LA
09/10/2018 - Present
MML Investors Services, LLC (Benton LA)
LA
11/16/2011 - 02/24/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SHREVEPORT LA)
IA
Issued 07/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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