Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Doucette is a financial advisor in the Boston, MA area. Kimberly is a registered representative of Fidelity Personal and Workplace Advisors and has been working in the financial services industry since December 2003. Kimberly has held a Series 7, Series 10, Series 9, Series 24 and Series 66 licenses. Kimberly has been registered with Fidelity Personal and Workplace Advisors since July 2018. Kimberly's past work experience includes Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Fidelity Brokerage Services LLC. Kimberly is registered in 52 states and 2 other jurisdictions.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
FL
12/11/2003 - 09/18/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 02/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/04/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/26/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Kimberly Doucette is the right advisor for you? Invested Better is here to help.
