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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Hefte is an investment advisor representative with Cetera Investment Advisers LLC. Eric has been in the securities industry since October 23, 1994. Eric is registered with the state of Louisiana and Texas. Eric works with individuals, high-net-worth individuals, corporations, and other businesses. Eric offers financial planning, pension consulting, educational seminars, and selection of other advisers. Eric is also registered with the state of Louisiana for investment advisory services. Eric has been with Cetera Investment Advisers LLC since June 2019. Prior to that, Eric was with Foresters Financial Services, Inc. Eric's other business includes selling 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 2/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/9/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/22/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 3/19/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/23/2006
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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