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Elizabeth Guilbeau is a registered investment advisor representative with Cetera Investment Advisers LLC. Elizabeth has been in the industry since 2017. She is licensed to sell securities in Georgia, Louisiana, and Mississippi. Elizabeth holds the Series 7, Series 66, and SIE licenses. She specializes in providing financial planning and portfolio management services for individuals and businesses. Elizabeth is committed to helping her clients achieve their financial goals. She has experience working with a wide range of clients, including high-net-worth individuals, businesses, and retirement plans. She is also experienced in providing tax preparation and planning services.
COTTONPORT, LA
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
10/29/2021 - Present
Cetera Investment Advisers LLC (COTTONPORT LA)
LA
01/12/2021 - 11/03/2021
AVANTAX INVESTMENT SERVICES, INC. (MARKSVILLE LA)
BOTH
Issued 7/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 6/6/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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