Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Constance? Claim Your ProfileConstance Chilvers Bolen is an active financial advisor with Cetera Investment Advisers LLC. Constance has been working in the financial industry since August 12, 2015, and is registered with the state of Louisiana. Constance has experience with a variety of financial products and services, including securities, investment advisory, and banking. Constance is committed to providing her clients with personalized financial advice and guidance.
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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2
LA
08/10/2022 - Present
Cetera Investment Advisers LLC (BATON ROUGE LA)
LA
06/28/2019 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (NEW ORLEANS LA)
LA
11/17/2010 - 11/18/2011
INVEST FINANCIAL CORPORATION (BATON ROUGE LA)
LA
09/13/2006 - 11/24/2008
CHASE INVESTMENT SERVICES CORP. (BATON ROUGE LA)
LA
11/01/2005 - 07/03/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BATON ROUGE LA)
BOTH
Issued 8/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/28/2019
SIE - Securities Industry Essentials Examination
BC
Issued 5/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/31/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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