Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Blanchard is an investment advisor representative registered with Beacon Pointe Advisors, LLC. Edward has been in the industry since 2008. Edward's previous employers include Commonwealth Financial Network and LPL Financial LLC. Edward has passed the Series 7, Series 66, and the SIE exams. Edward's specializations include Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles, Financial Planning, Pension Consulting, Educational Seminars, and Publication of Periodicals.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
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LA
11/30/2020 - Present
Beacon Pointe Advisors, LLC (METAIRIE LA)
LA
05/29/2015 - 10/19/2020
COMMONWEALTH FINANCIAL NETWORK (Metairie LA)
LA
03/18/2011 - 06/05/2015
LPL FINANCIAL LLC (METAIRIE LA)
LA
02/25/2008 - 03/22/2011
EDWARD JONES (NEW ORLEANS LA)
BOTH
Issued 05/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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