Unclaimed
Eddie Joseph Hebert is a financial advisor with over 30 years of experience in the industry. He currently works with LPL Financial LLC and is registered in Texas. Previously, Eddie Joseph Hebert worked with PROEQUITIES, INC., STATE FARM VP MANAGEMENT CORP., PRUCO SECURITIES CORPORATION and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. Eddie Joseph Hebert holds the Series 6, 7, 26, 63 and 65 licenses and has earned the SIE designation.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
09/16/2008 - Present
LPL Financial LLC (KYLE TX)
TX
12/10/2003 - 10/16/2008
PROEQUITIES, INC. (BUDA TX)
IL
08/01/2001 - 08/18/2003
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NJ
12/15/1988 - 05/09/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
12/15/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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