Unclaimed
Edmond M. Dhemecourt iii is an investment advisor representative with Strategic Financial Concepts, LLC, an investment advisory firm. Edmond has been in the financial services industry since October 2015. Edmond holds a Series 6, Series 63, and Series 65 licenses. Edmond has expertise in financial planning, portfolio management for individuals and businesses, pension consulting and providing educational seminars. Strategic Financial Concepts, LLC provides financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars.
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.
General consulting and business planning 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.
A percentage of the total value of assets under management is charged.
Retainer fees
1
2
LA
04/18/2016 - Present
Strategic Financial Concepts, LLC (Metairie LA)
BC
Issued 08/21/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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