Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Boucher is a financial advisor with over 20 years of experience in the industry. Donald is currently registered with LPL Financial LLC and has been with the firm since April 2011. Prior to joining LPL Financial LLC, Donald was registered with MetLife Securities Inc., Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Donald holds the Series 7, Series 31, and Series 66 licenses, as well as the SIE Exam. Donald is also a Chartered Financial Consultant. Donald works with a variety of clients including high net worth individuals, corporations, pension and profit sharing plans, individuals, and charitable organizations. Donald specializes in financial planning, portfolio management, and consulting.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
04/28/2011 - Present
LPL Financial LLC (MESA AZ)
AZ
04/07/2009 - 05/02/2011
METLIFE SECURITIES INC. (TEMPE AZ)
GA
06/17/2004 - 06/21/2007
CITIGROUP GLOBAL MARKETS INC. (ALPHARETTA GA)
NY
05/19/2000 - 06/15/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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