![Kathleen Doucet, financial advisor Media PA](/img/ws/profile-blank-sq.png)
Kathleen Doucet (CRD# 2478992) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 28 years of experience in the finance industry.
![John Abella, financial advisor Media PA](/img/ws/profile-blank-sq.png)
CRD# 6691058
Vanguard Advisers, Inc.
![Steven Aberblatt, financial advisor Media PA](/img/ws/profile-blank-sq.png)
CRD# 2432429
Avantax Advisory Services
![Pascale Abi-Khattar, financial advisor Media PA](/img/ws/profile-blank-sq.png)
CRD# 5002082
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Equity Services Inc. | Montpelier, VT | Dec 2020 - Current | 3 |
Kathleen Doucet | Columbus, OH | Dec 2020 - Current | 3 |
Colonial Life | Dublin, OH | Dec 2018 - Current | 5 |
Valic Financial Advisors, Inc. | Boca Raton, FL | Mar 2018 - Dec 2018 | < 1 |
Unemployeed | Plantation, FL | Jan 2018 - Mar 2018 | < 1 |
Pruco Securities | Plantation, FL | Jul 2016 - Jan 2018 | 1 |
Unemployed | Moosic, PA | Apr 2016 - Jun 2016 | < 1 |
Pruco Securities, LLC | Scranton, PA | Feb 2007 - Mar 2016 | 9 |
The Prudential Insurance Company Of America | Scranton, PA | Feb 2007 - Mar 2016 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1995 |
S65 | NASAA Investment Advisors Law Examination | Jun 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
- OH
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Total Assets Under Management2,125MILLIONS
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Total Number of Accounts11,558ACCOUNTS
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Average Account Value$183,834
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