Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Doucette is a financial advisor who has been in the industry since 2002. Erik is currently registered with Fidelity Personal and Workplace Advisors and has previously worked for Edward Jones, National Financial Services LLC, and Fidelity Brokerage Services LLC. Erik has a wide range of experience in the industry and holds Series 6, 7, 63, and 66 licenses, as well as the SIE exam. Erik is able to provide a variety of services to clients, including financial planning, educational seminars, and portfolio management. Erik 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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MA
07/11/2011 - 01/04/2012
EDWARD JONES (WALTHAM MA)
MA
08/26/2008 - 01/06/2011
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
MA
03/21/2003 - 01/05/2011
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
RI
01/10/2002 - 03/25/2003
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 08/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/09/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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