Unclaimed
Marion Doucet is an Investment Advisor Representative with J. Hagan Capital, Inc. Marion has been in the financial services industry since 2010. Marion has extensive experience with individuals and high net worth individuals, offering a range of services, including financial planning and portfolio management. Previously, Marion was registered with PFS INVESTMENTS INC. from 2012 to 2013. In addition to Marion's financial services experience, they also have other business experience in real estate investing. Marion holds licenses in Louisiana and Texas.
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.
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
LA
05/10/2023 - Present
J. Hagan Capital, Inc. (LAFAYETTE LA)
LA
05/21/2012 - 12/16/2013
PFS INVESTMENTS INC. (LAFAYETTE LA)
IA
Issued 01/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2014
Series 30 - NFA Branch Manager Examination
BC
Issued 12/23/2013
Series 3 - National Commodity Futures Examination
BC
Issued 05/18/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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