Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marguerite? Claim Your ProfileMarguerite Faulkner Moisio is a financial advisor who has been in the industry since 2006. Marguerite is registered with Cetera Investment Advisers LLC in Louisiana and Mississippi. Marguerite has worked for several firms in the past, including Hancock Whitney Investment Services Inc., J.P. Morgan Securities LLC, and Sanford C. Bernstein & Co., LLC. Marguerite specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.
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
12/20/2013 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (DENHAM SPRINGS LA)
LA
10/01/2008 - 11/06/2013
J.P. MORGAN SECURITIES LLC (NEW ORLEANS LA)
NY
11/15/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
07/02/2001 - 10/18/2002
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
BC
Issued 1/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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