Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Glenn Doucet is a financial advisor with Morgan Stanley, with over 11 years of experience in the financial services industry. Matthew has a strong track record of providing comprehensive financial advice to individuals, families, and businesses. Prior to joining Morgan Stanley, Matthew was a financial advisor at UBS Financial Services Inc., where he provided a range of services, including investment management, retirement planning, and estate planning. Matthew is registered with the Securities and Exchange Commission (SEC) and FINRA. He is also a licensed insurance agent in multiple states. Matthew is committed to providing his clients with personalized financial advice that helps them achieve their financial goals. He is also actively involved in the community, serving on the board of directors of several non-profit organizations.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
LA
09/20/2022 - Present
Morgan Stanley (Lafayette LA)
LA
05/13/2011 - 09/30/2022
UBS FINANCIAL SERVICES INC. (LAFAYETTE LA)
BOTH
Issued 06/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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