Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Anthony Plauche is a financial advisor with Delta Financial Advisors, LLC. Gerard has been in the industry since 1993 and is registered in both Louisiana and Texas. Gerard holds a Series 7 license and is a Chartered Financial Analyst. Gerard has experience working with both individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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LA
01/21/2011 - Present
Delta Financial Advisors, LLC (NEW ORLEANS LA)
NA
09/02/1997 - 07/16/1998
DEPOSIT GUARANTY INVESTMENTS, INC.
IL
11/17/1993 - 03/26/1996
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
BC
Issued 11/16/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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