Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Toni? Claim Your ProfileToni Celeste Boudreaux is a financial advisor with Raymond James Financial Services Advisors, Inc. Toni has been working in the financial services industry since 1997. Toni is licensed to provide financial advice in Louisiana. Toni is also a Registered Sales Assistant at RA Capital. Toni is the owner and proprietor of Toni's Quilting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
LA
06/19/2014 - Present
Raymond James Financial Services Advisors, Inc. (Lafayette LA)
LA
01/04/2010 - 12/23/2013
UBS FINANCIAL SERVICES INC. (LAFAYETTE LA)
LA
09/23/2009 - 12/22/2009
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LAFAYETTE LA)
TX
01/20/1999 - 05/14/2009
CITIGROUP GLOBAL MARKETS INC. (SOUTHLAKE TX)
NY
11/05/1996 - 12/15/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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