Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Bouchard is a financial advisor with over 30 years of experience in the financial services industry. Jeffrey currently works at D.A. Davidson & Co. in Plano, Texas. Jeffrey has previously worked at B. Riley Wealth Management, Ameriprise Financial Services, Inc., NFP Securities, Inc., Spire Securities, LLC, FSC Securities Corporation, Morgan Stanley & Co. Incorporated, Wachovia Securities, LLC, Prudential Securities Incorporated, and Dean Witter Reynolds Inc. Jeffrey holds Series 63, 65, 7, 8, 9, 10, and SIE licenses. Jeffrey provides a range of financial services, including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and individuals.
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.
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.
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2
TX
05/17/2022 - Present
D.a. Davidson & Co. (PLANO TX)
TX
04/02/2019 - 05/18/2022
B. RILEY WEALTH MANAGEMENT (Dallas TX)
TX
09/03/2014 - 04/10/2019
AMERIPRISE FINANCIAL SERVICES, INC. (SOUTHLAKE TX)
CA
03/06/2014 - 08/28/2014
NFP SECURITIES, INC. (SAN DIEGO CA)
NV
11/15/2011 - 09/28/2012
SPIRE SECURITIES, LLC (HENDERSON NV)
NV
06/01/2010 - 02/02/2011
FSC SECURITIES CORPORATION (LAS VEGAS NV)
CA
10/03/2007 - 06/06/2008
MORGAN STANLEY & CO. INCORPORATED (LOS ANGELES CA)
VA
08/07/1998 - 07/24/2007
WACHOVIA SECURITIES, LLC (RICHMOND VA)
NY
05/31/1989 - 08/07/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
10/26/1984 - 06/07/1989
DEAN WITTER REYNOLDS INC.
IA
Issued 02/02/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/05/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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