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Lori Burst Lacoste

Ubs Financial Services Inc.

New Orleans, LA

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2016-01-05
TX RA APPROVED_RES 2015-12-17
  • LA RA
    APPROVED
    Since 2016-01-05
  • TX RA
    APPROVED_RES
    Since 2015-12-17

Branch Locations

909 Poydras Street Suite 2900, New Orleans, LA 70112 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc New Orleans LA 04/2009 Present
Previous Registrations
  • 2005-07-06 → 2005-12-06
    Chase Investment Services Corp.
    Kenner, LA
  • 2002-11-26 → 2005-07-06
    Banc One Securities Corporation
    Kenner, LA
Other Businesses

1) Name of Business: Lori Lacoste./ Address: 19 Earnest Avenue KennerLA United States 70065./ Investment Related: No./ Nature: Health and Weight Loss Program./ Role: Independent Health Coach./ Duty: Assist others with weight loss program./ Start Date: 8/7/2023./ Time Required: N/A.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-11-25
  • S66 Uniform Combined State Law Examination
    2002-11-25

View on SEC IAPD

Other Firms

MONTZ HARCUS WEALTH MANAGEMENT
BEACON POINTE ADVISORS, LLC
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
ARKADIOS WEALTH ADVISORS
ADG WEALTH MANAGEMENT GROUP, LLC

Other Investors

CHRISTINE CHAMPAGNE MONTZ
JOSEPH CHARLES MONTZ
Morell S Crane
Bennett Lyle Duffy
ALEXANDER BRUCE HARCUS
Mary Elizabeth Brown
RONALD H. DAWSON, JR.
Jessica Leigh Marasco

Other Offices

MONTZ HARCUS WEALTH MANAGEMENT · NEW ORLEANS, LA
BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · New Orleans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
CETERA INVESTMENT ADVISERS LLC · NEW ORLEANS, LA

More in New Orleans, LA

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