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Joshua R Ouellette

Principle Wealth

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About Joshua R Ouellette

Joshua R. Ouellette is a financial advisor at Principle Wealth. Joshua has been in the industry since 2014 and has been with Principle Wealth since 2023. Joshua has a Series 6, Series 7, and Series 63 license and is also a Certified Financial Planner. Joshua specializes in providing financial planning, pension consulting, selection of other advisers, and portfolio management services to individuals and corporations.

Firm Information

Joshua Ouellette is currently registered with Principle Wealth. Principle Wealth, located in Madison, CT, is an investment advisor specializing in financial planning, pension consulting, and portfolio management for individuals and corporations. The firm manages approximately $2.2 billion in assets for 3,356 clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
Principle Wealth

670 BOSTON POST ROAD

MADISON, CT 06443

$2.22B

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshua Ouellette’s Registration & Firm History

CT

04/28/2023 - Present

Principle Wealth (MADISON CT)

MA

03/09/2017 - 04/07/2023

MORGAN STANLEY & CO. LLC (Boston MA)

MA

08/01/2014 - 02/14/2017

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)

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Licenses & Designations

IA

Issued 06/30/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/28/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/2015

Series 7 - General Securities Representative Examination

BC

Issued 08/01/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua R Ouellette.
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