Unclaimed
Paula Prejean is a registered representative of Cambridge Investment Research Advisors, Inc. Paula has been in the financial services industry since May 21, 2018. Paula is licensed in Arkansas, Hawaii, Louisiana, New York, South Carolina, Texas, and Virginia. Paula holds Series 66, Series 7 and SIE licenses. Paula is a partner in Thibodaux Hebert Deshotels Leblanc, LLC CPA firm, providing tax, accounting and consulting services. Paula is also a partner in Total HR Solutions, LLC, a payroll processing firm.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
LA
04/11/2023 - Present
Cambridge Investment Research Advisors, Inc. (Lafayette LA)
BOTH
Issued 07/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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