Unclaimed
Madeline Bouchard is an investment advisor representative with Charles Schwab & CO., Inc. based in Chestnut Hill, Massachusetts. Madeline has been working in the financial industry since December 2015 and holds Series 66, Series 63 and Series 7 licenses. She has specialized knowledge in the areas of financial planning and portfolio management. Madeline's expertise can help clients with a range of financial needs.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
MA
10/09/2019 - Present
Charles Schwab & CO., Inc. (Chestnut Hill MA)
BOTH
Issued 01/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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