Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis J Bouchard is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Louis has been in the financial services industry for over 35 years. He is licensed to provide financial advice in multiple states. Louis has earned a number of licenses and certifications, including the Series 7, 9, 10, 31, 63 and SIE exams. Louis Bouchard's specializations include investing for retirement, college, and other financial goals.
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.
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.
Investment consulting services to institutional clients
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
NY
07/27/2021 - Present
Wells Fargo Advisors Financial Network, LLC (PITTSFORD NY)
NY
01/01/2008 - 09/17/2010
WELLS FARGO ADVISORS, LLC (PITTSFORD NY)
NY
09/21/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PITTSFORD NY)
NY
02/05/1990 - 09/07/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
12/09/1986 - 02/13/1990
ROYCE PARK INVESTMENTS, INC.
NA
10/03/1986 - 12/19/1986
J. W. GANT & ASSOCIATES, INC.
NA
11/20/1985 - 09/17/1986
THOMAS JAMES ASSOCIATES, INC.
BC
Issued 12/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/29/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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