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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria michelle diana? Claim Your ProfileMaria Michelle Diana Boucher is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Maria Michelle Diana Boucher has been in the securities industry since 2008. Maria Michelle Diana Boucher is also registered with FINRA and holds Series 7, 9, 10, 24, 63 and 65 licenses. Maria Michelle Diana Boucher is currently registered with the State of California and Texas as a registered investment adviser representative. Maria Michelle Diana Boucher has previously worked with Zecco Trading, Inc., E*TRADE Securities LLC, American Express Financial Advisors Inc., and IDS Life Insurance Company. Maria Michelle Diana Boucher's specializations include Portfolio Management for Individuals and Businesses, Financial Planning and Selection of Other Advisers.
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)
CA
09/28/2009 - 09/28/2012
ZECCO TRADING, INC. (GLENDALE CA)
NA
01/10/2008 - 01/08/2009
E*TRADE SECURITIES LLC (MAKATI CITY, MANILA METRO )
MN
10/01/2003 - 06/10/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/01/2003 - 06/10/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/31/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/16/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/15/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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