Unclaimed
Eddie Joseph Gautreau is a registered representative with Edward Jones in St. Louis, MO. Eddie has been in the industry since 2012 and holds Series 7, Series 63, and Series 66 licenses. Eddie has also worked with Charles Schwab & Co., Inc., TD Ameritrade, Inc., and Scottrade, Inc. in the past. Eddie specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Edward Jones is an investment firm with over $800 billion in assets under management and 22,000 registered representatives across the United States.
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
MO
01/24/2023 - Present
Edward Jones (ST LOUIS MO)
CA
03/10/2020 - 11/09/2022
CHARLES SCHWAB & CO., INC. (San Francisco CA)
CA
02/26/2018 - 05/22/2018
TD AMERITRADE, INC. (SANTA ROSA CA)
CA
08/09/2012 - 02/26/2018
SCOTTRADE, INC. (SANTA ROSA CA)
BOTH
Issued 02/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Eddie Gautreau is the right advisor for you? Invested Better is here to help.