Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Nereaux Burtt is a financial advisor with over 18 years of experience in the financial services industry. Richard is currently registered with Cetera Investment Advisers LLC and holds Series 6, 7, 63, and 65 licenses along with the SIE exam. Richard has previously worked at Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp., and Linsco/Private Ledger Corp. Richard specializes in providing financial planning services to individuals, businesses, and retirement plans. Richard also offers portfolio management, investment advisory, and educational seminar services. Richard has been actively involved in the community for many years. Richard is passionate about helping his clients achieve their financial goals.
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
03/02/2017 - 09/23/2022
WELLS FARGO CLEARING SERVICES, LLC (BATON ROUGE LA)
LA
10/01/2012 - 03/06/2017
J.P. MORGAN SECURITIES LLC (ZACHARY LA)
LA
09/18/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BAKER LA)
LA
07/27/2005 - 08/15/2006
LINSCO/PRIVATE LEDGER CORP. (BATON ROUGE LA)
LA
02/25/2004 - 07/29/2005
HIBERNIA INVESTMENTS, L.L.C. (NEW ORLEANS LA)
IA
Issued 12/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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