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Katherine Cuccia Hebert

Hassell Wealth Management

Houma, LA

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Current Employers
Hassell Wealth Management

300 Lafayette Street Suite 200, Houma, LA 70360 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-12-09
LA RA APPROVED 2020-06-26
  • TX RA
    APPROVED
    Since 2022-12-09
  • LA RA
    APPROVED
    Since 2020-06-26

Branch Locations

300 Lafayette Street Suite 200, Houma, LA 70360 • 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
Foresters Financial Baton Rouge LA 07/2016 01/2017
Foresters Financial Services Baton Rouge LA 01/2017 06/2017
Hancock/Whitney Investment Services, Inc. Thibodeaux LA 06/2017 06/2020
Hancock/Whitney Bank Thibodeaux LA 06/2017 06/2020
Hassell Wealth Management Houma LA 06/2020 Present
  • 07/2016 → 01/2017
    Foresters Financial
    Baton Rouge, LA
  • 01/2017 → 06/2017
    Foresters Financial Services
    Baton Rouge, LA
  • 06/2017 → 06/2020
    Hancock/Whitney Investment Services, Inc.
    Thibodeaux, LA
  • 06/2017 → 06/2020
    Hancock/Whitney Bank
    Thibodeaux, LA
  • 06/2020 → Present
    Hassell Wealth Management
    Houma, LA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-12
S63 Uniform Securities Agent State Law Examination 2016-08-19
  • S65 Uniform Investment Adviser Law Examination
    2017-09-12
  • S63 Uniform Securities Agent State Law Examination
    2016-08-19
Designations
Other Names
  • Katherine Elizabeth Cuccia
  • Katherine Elizabeth Hebert
  • Katherine E Cuccia

View on SEC IAPD

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Other Offices

EDWARD JONES · HOUMA, LA
CETERA INVESTMENT ADVISERS LLC · Houma, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · Houma, LA
MORGAN STANLEY · Houma, LA
J.P. MORGAN SECURITIES LLC · HOUMA, LA
EDWARD JONES · HOUMA, LA
PFS INVESTMENTS INC. · HOUMA, LA
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