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Corey Joseph Boisvert

National Financial Services LLC

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About Corey Joseph Boisvert

Corey Boisvert is a financial professional with over 11 years of experience in the industry. Corey currently holds a Series 7, 9, 10, 63, 99TO and SIE license and is registered with National Financial Services LLC. Corey has prior experience with Fidelity Brokerage Services LLC and Equity Services, Inc. Corey specializes in a variety of financial products and services.

Firm Information

Corey Boisvert is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

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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Corey Boisvert’s Registration & Firm History

TX

08/31/2022 - Present

National Financial Services LLC (WESTLAKE TX)

NH

06/08/2011 - 12/19/2018

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

NH

12/13/2007 - 05/18/2011

EQUITY SERVICES, INC. (BEDFORD NH)

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Licenses & Designations

BC

Issued 01/18/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/19/2014

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/08/2014

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/2007

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 Corey Joseph Boisvert.
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