Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Patrick Heard is a financial advisor currently registered with Cetera Investment Advisers LLC. Jeffrey has been working in the financial services industry since June 21, 2017. Prior to working with Cetera Investment Advisers LLC, Jeffrey held positions at Hancock Whitney Investment Services Inc., Cetera Investment Services LLC and Infinex Investments, Inc. Jeffrey holds the Series 66, SIE and Series 7 licenses and has a total of 7 approved state registrations.
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
08/10/2022 - Present
Cetera Investment Advisers LLC (EUNICE LA)
LA
01/21/2020 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (OPELOUSAS LA)
LA
02/20/2018 - 01/16/2020
CETERA INVESTMENT SERVICES LLC (LAFAYETTE LA)
LA
05/24/2017 - 01/25/2018
INFINEX INVESTMENTS, INC. (LAFAYETTE LA)
BOTH
Issued 9/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/24/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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