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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Paul Boutin is an active investment advisor with a career spanning over 23 years. Jeffery has a strong focus on providing financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. His experience includes working for several prominent firms, including Park Avenue Securities LLC and ON Investment Management Co., where he currently holds the position of Investment Advisor Representative. Jeffery has demonstrated his expertise through passing several industry exams, including Series 63, Series 65, Series 6, and Series 26. He is registered to provide investment advice in Maine, Massachusetts, New Hampshire, Oklahoma, South Carolina, Texas and Vermont. In addition to his investment-related activities, Jeffery also runs a separate business, Jeff Boutin FINANCIAL Advisory Services, where he sells life, health, disability, LTC, and fixed annuities.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
NH
09/15/2006 - Present
ON Investment Management Co. (MERRIMACK NH)
NY
09/16/1999 - 03/29/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
IA
Issued 08/31/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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