Joel OuelletteCRD Number: 6972841
Current Firm: Commonwealth Financial Network
Joel Ouellette (CRD# 6972841) is an Investment Advisor Representative working at Commonwealth Financial Network in Falmouth, ME and has over 3 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ubs Financial Services Inc.
Charter Oak Capital Management
|Commonwealth Financial Network||Waltham, MA||Jun 2018 - Current||4|
|Back Cove Financial||Falmouth, ME||Jun 2018 - Mar 2019||< 1|
|Rogue Industries||Standish, ME||Feb 2015 - May 2018||3|
|Council On International Educational Exchange||Portland, ME||Jun 2011 - Feb 2015||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Total Assets Under Management161,853MILLIONS
Total Number of Accounts540,172ACCOUNTS
Average Account Value$299,632
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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