Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kean? Claim Your ProfileKean O. Boucher is a financial advisor with over 27 years of experience in the financial services industry. Kean has a proven track record of success in providing investment advice and financial planning services to individuals, families, and businesses. Kean is a Registered Representative with LPL Financial LLC. Kean's expertise includes a wide range of financial services, such as investment planning, retirement planning, college savings, and estate planning. Kean's commitment to providing excellent client service is reflected in their long-term relationships with clients. Kean's goal is to help their clients achieve their financial goals through personalized financial planning and investment strategies.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CO
09/06/2016 - Present
LPL Financial LLC (CASTLE ROCK CO)
WI
10/27/2000 - 01/18/2006
UBS FINANCIAL SERVICES INC. (MADISON WI)
MO
10/13/1995 - 11/02/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 06/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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