Unclaimed
Breaux Nader is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Breaux has been in the financial services industry since 2002. Breaux is a Certified Financial Planner and holds Series 3, 7, 9, 10, 63 and 65 licenses. Breaux Nader provides investment consulting services to institutional clients. Breaux Nader also offers financial planning, pension consulting, selection of other advisors and portfolio management services. Breaux Nader has experience working with individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Breaux Nader has been registered with Wells Fargo Advisors Financial Network, LLC since 2022.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
LA
07/14/2022 - Present
Wells Fargo Advisors Financial Network, LLC (BATON ROUGE LA)
LA
01/01/2008 - 07/14/2022
WELLS FARGO CLEARING SERVICES, LLC (BATON ROUGE LA)
LA
06/05/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BATON ROUGE LA)
IA
Issued 02/17/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/18/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2007
Series 3 - National Commodity Futures Examination
BC
Issued 06/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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