Unclaimed
Justin Boucher is a financial advisor with Fidelity Personal AND Workplace Advisors. Justin has been in the financial services industry since March 2013. Justin is registered with the following states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, Virginia, Washington, and Wisconsin. Justin is also a Certified Financial Planner.
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.
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2
NV
05/19/2023 - Present
Fidelity Personal AND Workplace Advisors (RENO NV)
CA
02/16/2021 - 07/21/2021
PRUCO SECURITIES, LLC. (ROSEVILLE CA)
NV
12/05/2018 - 07/08/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Reno NV)
CA
03/24/2015 - 07/11/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SOUTH LAKE TAHOE CA)
NV
03/22/2013 - 03/06/2015
AMERIPRISE FINANCIAL SERVICES, INC. (RENO NV)
NV
12/21/2011 - 12/05/2012
WADDELL & REED, INC. (RENO NV)
BOTH
Issued 02/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/25/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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