Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Fontenot is a financial advisor associated with Wells Fargo Advisors Financial Network, LLC. Keith has been in the financial industry since January 4, 1993. Keith's office is located at 1921 KALISTE SALOOM RD STE 203B, [SATELLITE], LAFAYETTE, LA 70508.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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LA
03/08/2021 - Present
Wells Fargo Advisors Financial Network, LLC (LAFAYETTE LA)
LA
07/01/2003 - 03/05/2021
WELLS FARGO CLEARING SERVICES, LLC (LAFAYETTE LA)
NY
01/05/1993 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/28/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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