Unclaimed
Klaine Doucette is a financial advisor with Terra Wealth, registered with the state of Arizona. Klaine has been in the industry since 1994 and has experience providing financial planning and investment advice to individuals and businesses. Klaine also provides services such as portfolio management and selection of other advisers. In addition to working with clients, Klaine is also a financial educator and provides basic financial information to attendees of a career placement company.
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.
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
AZ
08/10/2023 - Present
Terra Wealth (GILBERT AZ)
AZ
02/25/1994 - 09/19/2022
PFS INVESTMENTS INC. (GILBERT AZ)
IA
Issued 06/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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