Unclaimed
Thomas Arthur Bouchard is a financial advisor who has been in the industry since 1986. Thomas is currently registered with Ameriprise Financial Services, LLC in Pennsylvania and Texas. Thomas has worked for Ameriprise Financial Services, Inc. since 2005 and for Ameriprise Financial Services, LLC since 2020. Prior to that, Thomas worked for IDS LIFE INSURANCE COMPANY in Minnesota from 1986 to 2006 and for AMERICAN EXPRESS SERVICE CORPORATION in Minnesota from 1993 to 1994. Thomas holds licenses for Series 6, Series 7, Series 22, Series 63, and the SIE. Thomas is also a Certified Financial Planner. Thomas specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals. Thomas provides portfolio management 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.
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 services
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.
1
2
PA
09/26/2006 - Present
Ameriprise Financial Services, LLC (CANONSBURG PA)
MN
01/06/1986 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
07/15/1993 - 12/31/1994
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
BC
Issued 12/20/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/29/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/31/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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