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 a financial advisor with Cetera Investment Advisers LLC in Baton Rouge, Louisiana. Constance has been in the financial services industry since August 2005. Constance is registered in Louisiana and Mississippi, offering securities and investment advisory services. Constance also has a background in banking, having previously worked at Home Bank and Hancock Whitney Bank. Constance is a member of the American Red Cross - Louisiana Capital Area Chapter.
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 08/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2019
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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