Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Desiree? Claim Your ProfileDesiree Batiste has over 30 years of experience in the financial services industry. Desiree is a registered representative with Next Financial Group, Inc., where she provides financial planning, portfolio management and related services to individual and business clients. Desiree is a registered representative in Texas, Georgia, Indiana, Louisiana, Maine and Oklahoma. Desiree has passed the Series 6, 7, 63, 66 and SIE exams.
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.
Seminar/workshop attendance fees
1
2
LA
09/01/2015 - Present
Next Financial Group, Inc. (METAIRIE LA)
TX
01/23/2003 - 07/01/2015
1ST DISCOUNT BROKERAGE, INC. (HOUSTON TX)
NJ
07/08/1991 - 01/14/2003
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 09/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/05/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Desiree Batiste is the right advisor for you? Invested Better is here to help.
