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Financial Advisory and full service brokerage firm that offers needs and goals analysis to derive a multi-level investment policy that guides the investment plan that includes but is not limited to; investment research, selection, guidance, brokerage of investment assets and products, management assets, and ongoing monitoring and adjustment as needed.
| Type | State | Agency | Certificate # |
|---|---|---|---|
| DBE | Louisiana | Louisiana Unified Certification Program | — |
| DBE | Louisiana | New Orleans Regional Transit Authority | — |
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