Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Alphonse Poulin is a financial advisor with over 39 years of experience in the financial services industry. Donald is currently registered with Ameriprise Financial Services, LLC and holds a Series 6, Series 63, and SIE license. Donald specializes in providing financial planning, portfolio management, and asset allocation services to a variety of clients, including individuals, families, businesses, and charitable organizations. Donald has a strong track record of helping clients achieve their financial goals. Donald has previously worked with LPL FINANCIAL LLC, Cetera Advisors LLC, Investors Capital Corp., Washington Square Securities, Inc., Sun Investment Services Company, New Life Brokerage Services, Inc., Investacorp, Inc., and Investors Brokerage Services, Inc.
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 services
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.
1
2
ME
06/17/2024 - Present
Ameriprise Financial Services, LLC (PORTLAND ME)
ME
08/23/2019 - 06/24/2024
LPL FINANCIAL LLC (WATERVILLE ME)
ME
10/03/2016 - 08/23/2019
CETERA ADVISORS LLC (WATERVILLE ME)
ME
01/18/1993 - 10/03/2016
INVESTORS CAPITAL CORP. (WATERVILLE ME)
CT
08/13/1990 - 12/31/1992
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MA
08/22/1989 - 06/14/1990
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
ME
12/23/1986 - 07/14/1989
NEW LIFE BROKERAGE SERVICES, INC. (WATERVILLE ME)
NA
06/04/1985 - 12/04/1986
INVESTACORP, INC.
NA
08/30/1984 - 06/27/1985
INVESTORS BROKERAGE SERVICES, INC.
BC
Issued 09/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Donald Poulin is the right advisor for you? Invested Better is here to help.
