Unclaimed
Michael Doucette is a financial professional with over 17 years of experience in the industry. He is currently registered as an Investment Advisor Representative with Kelly Financial Services LLC in Braintree, Massachusetts. Michael has previously held positions at Securian Financial Services, Inc., Park Avenue Securities LLC, Hornor, Townsend & Kent, Inc., AXA Advisors, LLC and New England Securities. Michael holds the Series 6, 7, 24, 63 and 66 licenses. Michael’s specialties include financial planning and portfolio management for individuals and selection of other advisors.
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
MA
09/29/2020 - Present
Kelly Financial Services LLC (BRAINTREE MA)
MA
11/15/2016 - 09/18/2020
SECURIAN FINANCIAL SERVICES, INC. (Dedham MA)
MA
03/13/2014 - 11/10/2016
PARK AVENUE SECURITIES LLC (NEEDHAM MA)
MA
06/22/2007 - 12/11/2013
HORNOR, TOWNSEND & KENT, INC. (BRAINTREE MA)
MA
03/21/2006 - 06/28/2007
AXA ADVISORS, LLC (CANTON MA)
NY
05/19/2004 - 05/22/2006
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 03/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/18/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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