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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph John Bouffard is a financial advisor at Fidelity Personal And Workplace Advisors. Joseph John Bouffard has been in the financial services industry since 2005. He is registered with the Securities and Exchange Commission and holds the Series 6, 7, 63 and 65 licenses. Joseph John Bouffard provides financial planning, investment management, and educational seminars to individuals and businesses. Fidelity Personal And Workplace Advisors is a national financial services firm that provides a wide range of financial products and services.
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
MD
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (TOWSON MD)
MA
06/27/2007 - 08/30/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
MD
03/29/2005 - 05/04/2007
INNOVA SECURITIES, INC. (SUITLAND MD)
MD
12/09/1996 - 04/07/1997
FIRST MARYLAND BROKERAGE CORPORATION (BALTIMORE MD)
BC
Issued 07/10/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/29/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/28/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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