Unclaimed
Louis Lobue is an investment advisor representative with Cetera Investment Advisers LLC. Louis is a registered investment advisor in Louisiana. Louis has over 20 years of experience in the financial services industry. Louis specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Louis holds Series 7, 6, and 66 securities licenses and is a Personal Financial Specialist. Louis is an active member of the Louisiana Society of Certified Public Accountants and the National Association of Personal Financial Advisors. Louis is committed to providing his clients with personalized financial advice and guidance.
BATON ROUGE, LA
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
12/01/2011 - Present
Cetera Investment Advisers LLC (BATON ROUGE LA)
LA
08/02/2005 - 11/01/2007
GENWORTH FINANCIAL SECURITIES CORPORATION (BATON ROUGE LA)
TX
05/01/2002 - 08/18/2005
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
IL
08/31/1999 - 05/08/2002
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
BOTH
Issued 1/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 8/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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