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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 who has been in the industry since 2009. Daniel is registered with Cetera Investment Advisers LLC and is licensed to sell securities in Louisiana. Daniel specializes in providing financial advice to individuals, businesses, and pension plans. Daniel is also a Certified Financial Planner. Previously, Daniel has been employed by BrightHouse Securities, LLC in Charlotte, NC; Transamerica Capital, Inc. in Denver, CO; J.P. Morgan Securities LLC in Mandeville, LA; Chase Investment Services Corp. in New Orleans, LA; and Edward Jones in Baton Rouge, LA.
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 08/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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