Unclaimed
Eric Hefte is an investment advisor representative at Cetera Investment Advisers LLC. Eric has been in the industry since 1994. Eric has held a variety of positions in the financial services industry. Eric is currently registered in Alabama, Arkansas, California, Colorado, Florida, Louisiana, Mississippi, South Carolina, and Texas. Eric is also an artist who sells paintings and sculptures.
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.
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2
LA
01/12/2023 - Present
Cetera Investment Advisers LLC (BATON ROUGE LA)
LA
10/24/1994 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (BATON ROUGE LA)
BOTH
Issued 02/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/19/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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