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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dee? Claim Your ProfileDee Becquet is an Investment Advisor Representative associated with Newedge Advisors. Dee has over 20 years of experience in the financial industry. Dee has worked at LPL Financial LLC, AHRENS INVESTMENT PARTNERS, LLC and Morgan Stanley Smith Barney. Dee is registered in Louisiana and Texas. Dee has passed the Series 66, Series 31, and Series 7 exams and has experience in a variety of areas including financial planning, pension consulting, and portfolio management. Dee is dedicated to helping their clients achieve their financial goals.
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.
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LA
05/05/2023 - Present
Newedge Advisors (NEW ORLEANS LA)
LA
12/07/2011 - 08/25/2015
LPL FINANCIAL LLC (LAFAYETTE LA)
LA
06/01/2009 - 12/05/2011
MORGAN STANLEY SMITH BARNEY (LAFAYETTE LA)
LA
06/29/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LAFAYETTE LA)
MA
04/19/1999 - 06/13/2000
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 04/28/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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