Unclaimed
Coty John Primeaux is a financial advisor registered with Cetera Investment Advisers LLC since 2015. Coty John Primeaux has been in the industry since August 2003. Coty John Primeaux is also registered as a Registered Investment Advisor in Mississippi and Texas. Coty John Primeaux has held previous positions with Wells Fargo Advisors, LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp. and Banc One Securities Corporation.
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.
1
2
MS
09/05/2018 - Present
Cetera Investment Advisers LLC (LAUREL MS)
MS
07/08/2014 - 01/21/2015
WELLS FARGO ADVISORS, LLC (HATTIESBURG MS)
LA
10/01/2012 - 06/19/2014
J.P. MORGAN SECURITIES LLC (BATON ROUGE LA)
LA
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MANDEVILLE LA)
IL
07/14/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 8/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/6/2013
Series 7 - General Securities Representative Examination
BC
Issued 7/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Coty Primeaux is the right advisor for you? Invested Better is here to help.