Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Boudreau is an experienced financial professional with over 30 years of experience in the industry. Dana is registered with Osaic Wealth, Inc. and holds a variety of licenses and designations, including Series 6, 7, 24, 63, and 65. Dana has a deep understanding of the financial markets and is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
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2
NH
11/02/2018 - Present
Osaic Wealth, Inc. (DOVER NH)
NH
11/20/1992 - 11/02/2018
SIGNATOR INVESTORS, INC. (DOVER NH)
MA
11/20/1992 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NJ
09/15/1987 - 10/08/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
12/19/1983 - 09/03/1987
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 12/17/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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