Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geneva? Claim Your ProfileGeneva K. Rougeou is a financial advisor with Morgan Stanley. Geneva is a registered representative with over 20 years of experience in the financial services industry. Geneva holds a Series 7, Series 63, Series 31, and Series 65 license. Geneva has been registered with Morgan Stanley since 2009 and previously worked with Citigroup Global Markets Inc. Geneva holds a bachelor's degree in Business Administration. Geneva has a strong track record of providing financial advice to individuals, families, and businesses. Geneva offers a wide range of financial services, including financial planning, asset management, investment management, and retirement planning. Geneva is committed to providing her clients with personalized financial advice to help them achieve their financial goals.
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.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
LA
04/23/2020 - Present
Morgan Stanley (Mandeville LA)
LA
03/05/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LAFAYETTE LA)
IA
Issued 05/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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