Unclaimed
Matthew Ross Duplechain is an investment advisor representative with Newedge Advisors, headquartered in New Orleans, LA. Matthew has been in the financial industry since 2010.
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.
1
2
LA
06/24/2014 - Present
Newedge Advisors (NEW ORLEANS LA)
LA
12/07/2012 - 06/23/2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BATON ROUGE LA)
LA
11/19/2010 - 12/07/2012
WELLS FARGO ADVISORS, LLC (BATON ROUGE LA)
BOTH
Issued 12/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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