Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beau? Claim Your ProfileBeau James Fontenot is an investment advisor representative with Cetera Investment Advisers LLC. Beau has been in the securities industry since October 27, 2005. Beau is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) as a Registered Representative. Beau has passed the Series 6, Series 7, Series 63, and Series 65 exams. Beau is also registered as an Investment Advisor Representative in Louisiana and Texas. Beau has been with Cetera Investment Advisers LLC since August 2022. Prior to that, Beau was employed by Hancock Whitney Investment Services Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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LA
01/24/2025 - Present
Cetera Investment Advisers LLC (COVINGTON LA)
LA
10/27/2005 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (COVINGTON LA)
IA
Issued 09/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/26/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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