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Eric H
Series 63, Series 66
Baton Rouge, LA
Cetera
Eric Hefte is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at Foresters Financial and Foresters Advisory Services, as well as independent practice since 2009. Outside of his advisory work, he is also an artist who sells paintings and sculptures. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services, supported by one of the largest networks of independent advisors in the country.
Michael C
Series 63, Series 65
Baton Rouge, LA
Cetera
Michael Chalaron is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Cetera in 2019, he worked at Foresters Financial and Foresters Advisory Services, and he also spent four years with The Princeton Review. Outside of his advisory work, he delivers Walmart orders part-time and serves as power of attorney for his father. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of advisors, employing multiple program structures and third-party managers.
Chad A
Series 63, Series 65
Baton Rouge, LA
Cetera
Chad Aucoin is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 25 years of industry experience. His prior roles include positions at Edward Jones, J.P. Morgan Securities, Chase Investment Services Corp., Capital One Investments, and Morgan Keegan & Company. He is based in Baton Rouge, LA. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies across multiple program structures.
Dannie C
Series 66
Baton Rouge, LA
Cetera
Dannie Cox is a financial advisor at Cetera with eight years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2019, Cox worked at First Command Financial Planning and also served as a substitute teacher for the Caddo Parish School Board. Cox is a member of the board of directors for Valor Gymnastics/Valor Strong Foundation. Cetera Investment Advisers LLC is a national SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, charities, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform, with over $256 billion in assets under management and more than 10,000 advisors.
Mary E
Series 63, Series 65
Baton Rouge, LA
Cetera
Mary Ewen is a financial advisor at Cetera with 11 years of industry experience. She has held roles at Cetera and its affiliate since 2019 and previously worked at Foresters Financial for five years. She holds the Series 63 and Series 65 designations. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a network of independent advisors, utilizing multiple investment strategies and program structures.
Jared M
Series 63, Series 65
Baton Rouge, LA
Cetera
Jared Mire is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked at Cetera and Cetera Investment Services LLC since 2019 and has been affiliated with Foresters Financial Services since 2004. Outside of his advisory role, he is the head coach for the Pards Soccer Club, managing practices, organizing games, and overseeing day-to-day team operations. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting various investment strategies and program structures.
Dana B
Series 63, Series 65
Baton Rouge, LA
Cetera
Dana Barrett is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. She has been with Cetera and its affiliated entities since 2019 and previously worked at Foresters Financial and Foresters Advisory Services from 1988 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored plans, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management approaches and serves over 10,000 advisors managing approximately $256 billion in assets.
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