Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Desiree? Claim Your ProfileDesiree Boga is a financial professional with Lincoln Investment. Desiree has been in the industry for over a year and is dedicated to helping clients achieve their financial goals. With a focus on individuals, businesses, and retirement planning, Desiree is committed to providing personalized service and guidance. Desiree holds Series 6TO and SIE licenses and has experience with a variety of investment products and services.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
06/01/2023 - Present
Lincoln Investment (Braintree MA)
MA
10/17/2022 - 06/01/2023
NYLIFE SECURITIES LLC (WALTHAM MA)
BC
Issued 10/15/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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