Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Alphonse Boulay is a financial advisor with MML Investors Services, LLC. Theodore has been in the financial services industry since February 2015. Theodore has licenses in 52 states and is also registered with FINRA. Theodore's focus is on financial planning and investment management for individuals and businesses. Theodore is a board member of Quaboag Valley Business Assistance Corp., a non-profit organization that supports small businesses in the area. Theodore has experience working with a variety of clients including high-net-worth individuals, businesses, and pension and profit-sharing plans. Theodore has a reputation for providing personalized financial advice that meets the unique needs of each client. Theodore is committed to helping clients achieve their financial goals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
02/23/2023 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
CT
09/13/2018 - 05/12/2021
MML INVESTORS SERVICES, LLC (ENFIELD CT)
MA
02/23/2015 - 07/03/2018
VOYA FINANCIAL ADVISORS, INC. (EAST BROOKFIELD MA)
NA
02/24/1993 - 04/14/1994
JOHN HANCOCK DISTRIBUTORS, INC.
NA
02/24/1993 - 04/14/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BOTH
Issued 04/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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