Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Lafont is a financial advisor with over 30 years of experience. Jody is registered with Cetera Investment Advisers LLC and has been in the industry since December 20, 1988. Jody previously worked at Hancock Whitney Investment Services Inc. Jody specializes in providing financial planning, pension consulting, and educational seminars for individual clients.
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 (NEW ORLEANS LA)
LA
07/17/2003 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (RIVER RIDGE LA)
NJ
08/14/2000 - 07/30/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
08/01/1996 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
LA
09/19/1990 - 01/23/1996
HIBERNIA INVESTMENT SECURITIES INC. (NEW ORLEANS LA)
NY
11/22/1988 - 08/29/1990
MONY SECURITIES CORP. (NEW YORK NY)
NY
11/22/1988 - 08/29/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
NA
05/25/1988 - 11/23/1988
FSC SECURITIES CORPORATION
BOTH
Issued 11/19/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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