Unclaimed
Michael Cournoyer is a financial advisor with over 28 years of experience in the financial services industry. Michael is registered with Cetera Investment Advisers LLC in Louisiana and Texas. Michael holds the Series 6, 7, 24, 63 and 65 licenses as well as the SIE certification. Michael's previous experience includes working with Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., and NYLIFE Securities Inc. Michael specializes in working with high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Michael also holds the designations of Certified Financial Planner and Chartered Financial Consultant.
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.
1
2
LA
06/29/2023 - Present
Cetera Investment Advisers LLC (DERIDDER LA)
LA
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (DERIDDER LA)
NY
11/24/1997 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
12/21/1994 - 11/26/1997
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 04/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/20/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Cournoyer is the right advisor for you? Invested Better is here to help.