Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tristen? Claim Your ProfileTristen Louviere is an Investment Advisor Representative with Newedge Advisors. Tristen is registered with the state of Louisiana and Texas. Tristen has been in the financial services industry for over 12 years. Tristen is an active member of the investment advisory industry. Tristen previously worked for TRIAD ADVISORS LLC as an investment advisor representative. Tristen is also a registered representative with Newedge Advisors, which has offices in New Iberia and New Orleans. Tristen specializes in providing investment advice to individuals, high-net-worth individuals, businesses, corporations, and pension and profit-sharing plans. Tristen offers a variety of services, including financial planning, portfolio management, and selection of other advisors.
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.
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
12/12/2024 - Present
Newedge Advisors (New Iberia LA)
LA
10/01/2021 - 08/08/2023
TRIAD ADVISORS LLC (New Iberia LA)
BOTH
Issued 01/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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