Unclaimed
Michael Bourget is a financial advisor based in West Des Moines, IA. He is currently registered with Athene Securities, LLC and holds Series 6 and Series 63 licenses. Michael has over 20 years of experience in the financial industry. He has previously worked with Crossroads Capital Distributors, LLC, Lincoln Financial Distributors, Inc., John Hancock Distributors LLC, and Veravest Investments, Inc.
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.
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.
1
2
IA
04/20/2017 - Present
Athene Securities, LLC (WEST DES MOINES IA)
CA
06/16/2016 - 04/19/2017
CROSSROADS CAPITAL DISTRIBUTORS, LLC (NEWPORT BEACH CA)
PA
01/05/2012 - 05/16/2016
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
MA
01/26/2004 - 11/29/2011
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
10/15/2001 - 11/21/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 01/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Bourget is the right advisor for you? Invested Better is here to help.