Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandre? Claim Your ProfileAlexandre Theriot is a financial advisor with over 30 years of experience in the industry. Alexandre is currently registered with Newedge Advisors and is also affiliated with LPL Financial LLC. Alexandre has a diverse background and has worked with several other firms including Wells Fargo Advisors, A.G. Edwards & Sons, Inc., and Merrill Lynch. Alexandre is well-versed in financial planning, pension consulting, and portfolio management.
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.
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.
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.
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2
LA
03/22/2024 - Present
Newedge Advisors (Hammond LA)
LA
12/09/2011 - 04/01/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HAMMOND LA)
LA
01/01/2008 - 12/09/2011
WELLS FARGO ADVISORS, LLC (HAMMOND LA)
LA
04/03/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HAMMOND LA)
NY
10/30/1989 - 04/04/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/31/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/26/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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