Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Boisvert is a financial advisor in Bedford, New Hampshire. Michelle has been a registered representative since June 2020 and holds Series 7, Series 66, and SIE licenses. She is currently registered with Charles Schwab & Co., Inc. and has previously been registered with TD Ameritrade, Inc.. Michelle's specializations include financial planning and investment management.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NH
01/26/2022 - Present
Charles Schwab & CO., Inc. (Bedford NH)
NH
06/16/2020 - 07/29/2024
TD AMERITRADE, INC. (Bedford NH)
BOTH
Issued 06/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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