Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Louis Menard is an investment advisor representative currently registered with Cetera Investment Advisers LLC. Robert has been in the industry since 2001. In addition to their current registration, Robert has been previously registered with Hancock Whitney Investment Services Inc., Capital One Investing, LLC, Capital One Investment Services LLC, FBT Investments, Inc., Morgan Keegan & Company, Inc., and UBS Financial Services Inc. Robert is licensed in Alabama, Colorado, Florida, Georgia, Louisiana, Mississippi, and Texas. They are also an Investment Advisor Representative in Louisiana and Texas.
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
08/10/2022 - Present
Cetera Investment Advisers LLC (NEW ORLEANS LA)
LA
12/11/2018 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (NEW ORLEANS LA)
LA
01/02/2015 - 05/02/2018
CAPITAL ONE INVESTING, LLC (NEW ORLEANS LA)
LA
08/15/2012 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (NEW ORLEANS LA)
LA
11/13/2009 - 07/30/2012
FBT INVESTMENTS, INC. (NEW ORLEANS LA)
LA
02/10/2004 - 10/22/2009
MORGAN KEEGAN & COMPANY, INC. (GRETNA LA)
NJ
12/04/2000 - 02/03/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 12/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/2/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/1/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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