Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudia? Claim Your ProfileClaudia Marie Billeaud is a financial advisor with Raymond James & Associates, Inc. in NEW ORLEANS, LA. Claudia has been in the financial services industry since 1987. She has a strong track record of providing personalized investment advice to clients. Claudia is committed to helping clients achieve their financial goals. Before joining Raymond James & Associates, Inc., Claudia worked with MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC. and other firms.
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.
Please see note in schedule d - miscellaneous
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
02/26/2014 - Present
Raymond James & Associates, Inc. (NEW ORLEANS LA)
LA
04/24/2012 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (NEW ORLEANS LA)
LA
06/01/2009 - 05/04/2012
MORGAN STANLEY SMITH BARNEY (MANDEVILLE LA)
LA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MANDEVILLE LA)
NY
07/19/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
MD
10/17/1988 - 07/25/1989
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
11/25/1987 - 10/17/1988
HOWARD, WEIL, LABOUISSE, FRIEDRICHS INC.
BOTH
Issued 04/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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