Unclaimed
Rhonda Beard Descant is a financial advisor with over 20 years of experience in the industry. Rhonda has been with Wells Fargo Advisors Financial Network, LLC since December 2021. Prior to that, Rhonda worked for Morgan Stanley, Ameriprise Financial Services, LLC and Citigroup Global Markets Inc. Rhonda is registered to provide investment advice and securities in 29 states. Rhonda holds the Series 7, Series 6 and Series 63 securities licenses.
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.
Investment consulting services to institutional clients
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.
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2
LA
01/05/2022 - Present
Wells Fargo Advisors Financial Network, LLC (METAIRIE LA)
LA
09/24/2020 - 01/14/2022
MORGAN STANLEY (NEW ORLEANS LA)
LA
10/19/2015 - 09/01/2020
AMERIPRISE FINANCIAL SERVICES, LLC (NEW ORLEANS LA)
LA
06/01/2009 - 10/19/2015
MORGAN STANLEY (NEW ORLEANS LA)
LA
08/29/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW ORLEANS LA)
LA
02/18/2005 - 08/08/2006
WACHOVIA SECURITIES, LLC (NEW ORLEANS LA)
NY
11/23/2001 - 03/16/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 01/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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