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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 who has been in the industry since June 2017. He currently works with Cetera Investment Advisers LLC and is registered with the state of Louisiana and Texas. In the past, Jeffrey has worked with Hancock Whitney Investment Services Inc., Cetera Investment Services LLC, and Infinex Investments, Inc. Jeffrey has a Series 7, Series 66, and SIE license. He is also a financial planner who specializes in portfolio management for individuals, businesses, and other investment advisers. Jeffrey also offers financial planning, pension consulting, and educational seminars. He currently resides in Eunice, LA.
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 (NATCHITOCHES 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 09/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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