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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Ernest Bouchard is an investment advisor representative with Avantax Advisory Services, a firm that provides financial planning and investment management services. Donald has been working in the financial industry since 1984 and has a broad range of experience. Donald's current firm is located in Batavia, NY. Previously Donald has worked for firms in Batavia, Appleton, and Newark. Donald has a strong commitment to providing personalized financial advice and guidance to help clients achieve their financial goals. He is dedicated to providing clients with the information and tools they need to make informed financial decisions.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NY
08/19/2021 - Present
Avantax Advisory Services (Batavia NY)
NY
02/05/2000 - 02/06/2009
FIVE STAR INVESTMENT SERVICES, INC. (BATAVIA NY)
WI
02/11/1998 - 03/23/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
NJ
07/16/1984 - 02/20/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 09/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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