Unclaimed
Ned Anthony Chatelain is a financial advisor with Prospera Financial Services, Inc. Ned has been in the industry since 2000 and is registered in 24 states. Ned holds a Series 7 and Series 63 license as well as the SIE and Series 65 exams. Ned specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
LA
12/03/2021 - Present
Prospera Financial Services, Inc. (Metairie LA)
LA
05/14/2003 - 12/03/2021
DORSEY & COMPANY, INC. (BATON ROUGE LA)
MO
07/11/2000 - 05/07/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 05/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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