Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ledet is a financial advisor with Cetera Investment Advisers LLC, a registered investment advisor with offices in Covington, LA. Daniel has been working in the financial services industry since 2009. He has a Series 66, Series 7, and Series 24 licenses and is also a Certified Financial Planner. Daniel has experience providing financial advice to individuals, businesses, and retirement plans. He is committed to helping clients reach their financial goals. Prior to joining Cetera Investment Advisers LLC, Daniel was with Brighthouse Securities, LLC, Transamerica Capital, Inc., J.P. Morgan Securities LLC, Chase Investment Services Corp., and Edward Jones.
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
06/27/2022 - Present
Cetera Investment Advisers LLC (COVINGTON LA)
NC
09/10/2018 - 06/29/2022
BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)
CO
01/07/2014 - 08/15/2018
TRANSAMERICA CAPITAL, INC. (DENVER CO)
LA
10/01/2012 - 01/15/2014
J.P. MORGAN SECURITIES LLC (MANDEVILLE LA)
LA
09/01/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW ORLEANS LA)
LA
08/10/2009 - 08/10/2011
EDWARD JONES (BATON ROUGE LA)
BOTH
Issued 8/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/14/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/7/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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