Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felix? Claim Your ProfileFelix Touchard is a financial advisor with over 25 years of experience in the industry. Felix is currently registered with Franklin Distributors, LLC and previously worked with Putnam Retail Management Limited Partnership, Franklin/Templeton Distributors, Inc., Franklin Templeton Financial Services Corp., Invesco Distributors, Inc., Van Kampen Funds Inc., Morgan Stanley DW Inc., American Skandinavia Marketing, Inc., A. G. Edwards & Sons, Inc., GNA Securities, Inc. and Edward D. Jones & Co., L.P. Felix holds a variety of licenses, including the Series 65, Series 63, Series 51, Series 24, SIE and Series 7.
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.
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.
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2
CT
02/22/2021 - Present
Franklin Distributors, LLC (STAMFORD CT)
CT
01/03/2024 - 08/07/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (STAMFORD CT)
CT
02/03/2015 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (STAMFORD CT)
CT
04/21/2014 - 07/07/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (STAMFORD CT)
NY
06/01/2010 - 04/07/2014
INVESCO DISTRIBUTORS, INC. (NEW YORK NY)
TX
02/16/2007 - 06/01/2010
VAN KAMPEN FUNDS INC. (HOUSTON TX)
NY
10/03/2006 - 03/16/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
06/14/2005 - 01/13/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
CT
07/07/2000 - 07/15/2003
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
MO
07/25/1997 - 12/23/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
VA
06/06/1995 - 03/11/1996
GNA SECURITIES, INC. (GLEN ALLEN VA)
MO
03/23/1994 - 06/01/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 05/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/08/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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