Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Simoneaux is an Investment Advisor Representative with Newedge Advisors in Lafayette, Louisiana, and New Orleans, Louisiana. Kevin is also registered as an Investment Advisor Representative in Texas. Kevin has been in the securities industry since 2001. Kevin previously worked at LPL FINANCIAL LLC and ONEAMERICA SECURITIES, INC. Kevin holds Series 6 and SIE licenses.
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.
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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LA
05/05/2023 - Present
Newedge Advisors (Lafayette LA)
LA
10/07/2009 - 08/25/2015
LPL FINANCIAL LLC (LAFAYETTE LA)
LA
04/18/2005 - 10/24/2009
ONEAMERICA SECURITIES, INC. (OPELOUSAS LA)
DE
04/02/2001 - 04/27/2005
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
04/21/1997 - 07/02/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 08/25/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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