Michael Doucette (CRD# 4799231) is an Investment Advisor Representative working at Kelly Financial Services LLC in Braintree, MA and has over 19 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kelly Financial Services | Braintree, MA | Sep 2020 - Current | 3 |
| Pioneer Financial Group | Dedham, MA | Dec 2016 - Sep 2020 | 3 |
| Securian Financial Services Inc. | St. Paul, MN | Nov 2016 - Sep 2020 | 3 |
| Minnesota Life Insurance Company | St. Paul, MN | Nov 2016 - Sep 2020 | 3 |
| Pioneer Financial Group | Warwick, RI | Nov 2016 - Nov 2016 | < 1 |
| Guardian | Rockland, MA | Dec 2013 - Nov 2016 | 2 |
| Park Ave Securities | Rockland, MA | Dec 2013 - Nov 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
- MA
-
Total Assets Under Management427MILLIONS
-
Total Number of Accounts2,820ACCOUNTS
-
Average Account Value$151,364
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, MA, ME, NC, NE, NH, PA, RI, TX
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