Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gaetan? Claim Your ProfileGaetan Reginald Policard is an Investment Advisor Representative with Foundations Investment Advisors LLC. Gaetan Policard is registered with the state of Florida. Gaetan Reginald Policard's firm offers financial planning, educational seminars, and portfolio management for individuals. Gaetan Policard has a Series 65 license, which allows them to provide investment advice. Gaetan Policard's previous experience includes working at AE Wealth Management, LLC, Senior Advisor Corporation, WellCare HealthPlans, Dream Cap, LLC, Wealth Watch Advisors, Simplicity Wealth, LLC, and Komit LLC. Gaetan Policard is also a licensed insurance agent.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
AZ
09/06/2024 - Present
Foundations Investment Advisors LLC (PHOENIX AZ)
IA
Issued 08/06/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Gaetan Policard is the right advisor for you? Invested Better is here to help.
