Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Breard is a financial advisor currently registered with Cetera Investment Advisers LLC. Michael has been in the financial services industry since February 25, 2002. Michael has experience working with LPL Financial LLC, Ameriprise Financial Services, Inc., IDS Life Insurance Company, and Waddell & Reed, Inc.. Michael has worked for Cetera Investment Advisers LLC since June 2023. Michael is also a Managing Partner of Hays and Breard Enterprises, LLC, a real estate firm. Michael has a wide range of experience in financial services and is committed to providing excellent client service.
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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LA
06/29/2023 - Present
Cetera Investment Advisers LLC (BATON ROUGE LA)
LA
07/31/2009 - 04/25/2022
LPL FINANCIAL LLC (BATON ROUGE LA)
LA
08/15/2002 - 08/03/2009
AMERIPRISE FINANCIAL SERVICES, INC. (BATON ROUGE LA)
MN
08/15/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
KS
02/21/2002 - 08/09/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 02/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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