Unclaimed
Edward Landry is an investment advisor representative registered with Cetera Investment Advisers LLC. Edward has been in the financial services industry since 2005 and has experience in providing financial planning and portfolio management services to individuals and businesses. Edward is licensed to sell securities in multiple states and has a Series 6, 7, 24, 63, and 65 license. Edward previously worked with Securian Financial Services, Inc. and Planco Financial Services, LLC. Edward has a bachelor's degree in finance and a master's degree in business administration. Edward is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
1
2
LA
08/10/2023 - Present
Cetera Investment Advisers LLC (METAIRIE LA)
LA
01/12/2009 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (METAIRIE LA)
CT
06/07/2005 - 12/15/2008
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
IA
Issued 2/9/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/3/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2009
Series 7 - General Securities Representative Examination
BC
Issued 6/6/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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