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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Patrick Nadeau is a financial advisor with Edward Jones, specializing in offering financial planning, pension consulting, and portfolio management services for individuals and businesses. David Patrick Nadeau has been in the financial industry since 2012, holding various positions with LPL Financial LLC, Cornerstone Investment Strategies, MetLife Securities Inc., and MML Investors Services, LLC. David Patrick Nadeau holds licenses in Arizona, Arkansas, Colorado, Louisiana, Mississippi, New Mexico, Ohio, and Texas. David Patrick Nadeau is currently registered with Edward Jones and licensed in Louisiana and Texas.
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.
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.
See schedule d - miscellaneous
1
2
LA
01/08/2019 - Present
Edward Jones (SHREVEPORT LA)
LA
03/25/2017 - 08/20/2018
MML INVESTORS SERVICES, LLC (SHREVEPORT LA)
LA
11/16/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHREVEPORT LA)
LA
02/18/2015 - 11/27/2015
LPL FINANCIAL LLC (SHREVEPORT LA)
LA
06/20/2012 - 02/06/2015
EDWARD JONES (SHREVEPORT LA)
BOTH
Issued 07/06/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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