Unclaimed
Jesse M. Duhon is a financial advisor with Cetera Investment Advisers LLC, where Jesse has been registered since February 2021. Jesse's career in the financial services industry spans over 15 years, and Jesse has worked with Avantax Investment Services, Inc. and Essex National Securities, LLC, among other firms. Jesse has a Series 6, 7, 63, and 65 licenses and has also passed the SIE exam. Jesse is registered in Louisiana, Florida, New Mexico, and Texas and has a firm understanding of investment strategies to help individuals and businesses reach 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.
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
LA
01/04/2024 - Present
Cetera Investment Advisers LLC (LAPLACE LA)
LA
07/25/2013 - 02/22/2021
AVANTAX INVESTMENT SERVICES, INC. (Baton Rouge LA)
LA
07/30/2009 - 07/10/2013
ESSEX NATIONAL SECURITIES, LLC (METAIRIE LA)
TX
09/03/2007 - 07/08/2009
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
IA
Issued 7/31/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/19/2013
Series 7 - General Securities Representative Examination
BC
Issued 8/31/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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