Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Richard Chouinard is a financial professional with over two decades of experience in the financial services industry. Scott is currently registered with Bolton Securities Corp. and Bolton Global Capital. Scott has held previous positions with Epoch Securities, Inc., Goldman, Sachs & Co., and VeraVest Investments, Inc.. Scott holds the Series 7, Series 6, Series 24, and Series 26 licenses, as well as the SIE exam. Scott specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management services for businesses and individuals.
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.
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.
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.
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2
MA
07/15/2013 - Present
Bolton Securities Corp. (BOLTON MA)
MA
08/17/2007 - 07/10/2012
EPOCH SECURITIES, INC. (SOUTHBOROUGH MA)
NY
02/08/2006 - 08/28/2007
GOLDMAN, SACHS & CO. (NEW YORK NY)
MA
11/08/1999 - 01/04/2006
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 01/11/2005
Series 24 - General Securities Principal Examination
BC
Issued 05/14/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/05/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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