Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dwayne? Claim Your ProfileDwayne Patrick Bordelon is an Investment Advisor Representative with Vanguard Advisers, Inc. Dwayne has been in the industry since 2009 and has experience with Edward Jones and JBS Liberty Securities, Inc. Dwayne has Series 6, 7, and 66 registrations. Dwayne also holds an insurance license. Dwayne is registered in North Carolina, South Carolina, and Texas. Dwayne specializes in providing financial planning, portfolio management, and selection of other advisers. Dwayne is focused on working with individuals, corporations or other businesses, pension and profit-sharing plans, pooled investment vehicles, charitable organizations, and health and welfare trusts.
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.
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.
1
2
NC
01/26/2022 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
SC
10/17/2017 - 01/05/2022
EDWARD JONES (LEXINGTON SC)
MO
03/30/2016 - 07/06/2016
EDWARD JONES (ST. LOUIS MO)
LA
03/09/2009 - 10/05/2009
JBS LIBERTY SECURITIES, INC. (BATON ROUGE LA)
BOTH
Issued 07/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/17/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Dwayne Bordelon is the right advisor for you? Invested Better is here to help.
