Unclaimed
Keith Leblanc is a financial advisor with Cetera Investment Advisers LLC. Keith has been in the industry since June 1996 and has worked for several firms including Hancock Whitney Investment Services Inc. and Capital Brokerage Corporation. Keith is registered in 20 states and holds licenses for Series 6, 7, 24, 63, and 65. Keith has expertise in Financial Planning, Pension Consulting, and Portfolio Management. Keith is committed to providing clients with personalized financial advice and helping them 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
08/10/2022 - Present
Cetera Investment Advisers LLC (DENHAM SPRINGS LA)
LA
02/23/1999 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (NEW ORLEANS LA)
VA
04/15/1997 - 02/16/1999
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
IA
08/07/1996 - 01/29/1997
PROVIDIAN SECURITIES CORPORATION (CEDAR RAPIDS IA)
NY
02/22/1995 - 05/01/1995
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
11/02/1994 - 01/09/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 8/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/7/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/1/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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