Michael Patrick Doucette

Employer firm

Kelly Financial Services LLC CRD 291996

$624M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → 11/2016
  Guardian
  Rockland, MA
• 12/2013 → 11/2016
  Park Ave Securities
  Rockland, MA
• 11/2016 → 09/2020
  Securian Financial Services Inc.
  St. Paul, MN
• 11/2016 → 11/2016
  Pioneer Financial Group
  Warwick, RI
• 11/2016 → 09/2020
  Minnesota Life Insurance Company
  St. Paul, MN
• 12/2016 → 09/2020
  Pioneer Financial Group
  Dedham, MA
• 09/2020 → Present
  Kelly Financial Services
  Braintree, MA

Previous Registrations

• 2016-11-16 → 2020-09-18
  Securian Financial Services, Inc.
  Warwick, RI
  Warwick, RI
  Dedham, MA
• 2014-04-28 → 2016-11-10
  Park Avenue Securities Llc
  Rockland, MA
  Needham, MA
• 2007-06-22 → 2013-12-11
  Hornor, Townsend & Kent, Llc
  Waltham, MA
  Braintree, MA
  Quincy, MA
  Quincy, MA
  Braintree, MA
  Canton, MA

Exams

• S66 Uniform Combined State Law Examination
  2007-03-16
• S63 Uniform Securities Agent State Law Examination
  2004-07-19

Other Names

• Michael Doucette