Unclaimed
Marice Alouette Chicoine is a financial professional with over 30 years of experience in the securities industry. Marice is a registered representative with D.a. Davidson & Co. in GREAT FALLS, MT. Marice has a broad range of experience and specializes in a variety of areas, including portfolio management for individuals and businesses, financial planning, and pension consulting. Marice has a deep understanding of the financial markets and is committed to providing her clients with personalized service and investment advice.
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.
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.
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2
MT
08/27/2007 - Present
D.a. Davidson & Co. (GREAT FALLS MT)
MT
09/11/2000 - 10/31/2006
D.A. DAVIDSON & CO. (GREAT FALLS MT)
MO
10/01/1999 - 03/09/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
02/02/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NC
12/07/1993 - 02/02/1998
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NC
08/08/1991 - 12/03/1993
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
09/19/1989 - 09/14/1990
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 10/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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