Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Keith Kebodeaux is an Investment Advisor Representative at Meridian Wealth Management, LLC. Mark has been in the financial services industry for over 30 years. He is a licensed securities agent and investment advisor representative in Louisiana and Texas. Mark is also a registered principal in the state of Kentucky. Mark provides a variety of financial planning services to individuals, families, and businesses. He specializes in retirement planning, college savings, and estate planning. Mark is committed to providing his clients with personalized financial advice and guidance. He takes a holistic approach to financial planning, considering all aspects of his clients' financial lives.
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
KY
10/10/2023 - Present
Meridian Wealth Management, LLC (LEXINGTON KY)
LA
02/07/2023 - 05/22/2023
FIRST FINANCIAL SECURITIES OF AMERICA, INC. (COVINGTON LA)
TX
11/27/2013 - 02/01/2019
FIRST FINANCIAL SECURITIES OF AMERICA, INC. (HOUSTON TX)
LA
10/15/2012 - 11/25/2013
PRUCO SECURITIES, LLC. (METAIRIE LA)
LA
01/17/1989 - 10/08/2012
FIRST FINANCIAL SECURITIES OF AMERICA, INC. (COVINGTON LA)
IN
07/20/1994 - 11/25/1998
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
NA
07/29/1987 - 01/24/1989
AMERICAN FIDELITY SECURITIES, INC.
BC
Issued 04/06/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/15/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1994
Series 24 - General Securities Principal Examination
BC
Issued 02/07/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/07/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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