Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bret? Claim Your ProfileAdvisors 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
10/30/2024 - Present
Cetera Investment Advisers LLC (PRAIRIEVILLE LA)
LA
05/26/2015 - 07/11/2016
CETERA INVESTMENT SERVICES LLC (METAIRIE LA)
LA
08/27/2013 - 02/28/2014
ROYAL ALLIANCE ASSOCIATES, INC. (LAFAYETTE LA)
LA
07/26/2013 - 08/29/2013
HANCOCK INVESTMENT SERVICES, INC. (BATON ROUGE LA)
LA
12/19/2011 - 08/23/2013
ONEAMERICA SECURITIES, INC. (BATON ROUGE LA)
LA
06/02/2009 - 12/21/2011
LPL FINANCIAL LLC (BATON ROUGE LA)
LA
07/06/2005 - 04/06/2009
CHASE INVESTMENT SERVICES CORP. (BATON ROUGE LA)
IL
10/26/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IN
03/12/2003 - 07/16/2003
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
MA
10/15/2002 - 02/28/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/15/2002 - 02/28/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
12/07/1999 - 12/14/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/07/1999 - 12/14/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 10/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/5/2024
Series 7TO - General Securities Representative Examination
BC
Issued 4/30/2024
SIE - Securities Industry Essentials Examination
BC
Issued 6/28/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/3/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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