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Rachelle Mcdaniel Picard

Ubs Financial Services Inc.

Lafayette, LA

Lafayette, 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 2019-06-13
  • LA RA
    APPROVED
    Since 2019-06-13

Branch Locations

201 Settlers Trace Boulevard Suite 3004, Lafayette, LA 70508 • United States

201 Settlers Trace Boulevard Suite 3004, Lafayette, LA 70508 • 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. Lafayette LA 12/2014 Present
Other Businesses

DLeeMcD,LLC 1715 Savoy Rd Youngsville, LA 70592 Family company for management of family home when father passed away. I am the managing partner along with my 3 siblings./DLeeMcD, LLC / 1715 Savoy Rd Youngsville,Louisiana 70592 / Partnership/ Other Family LLC to manage Family home / Manage expenses for family home / Other / Managing Partner / Account for money used for family home / Start Date 11/9/2011 /

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-13
  • S66 Uniform Combined State Law Examination
    2019-06-13
Other Names
  • Rachelle Mcdaniel Zeringue
  • Rachelle Rae Mcdaniel

View on SEC IAPD

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RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC

Other Investors

Michael Shane Goff
Andre Charles Stafford
ELIAS ANTONIO RAMIREZ
GARRETT ANDREW AHRENS
JASON A HABBIT
CORY FRANCIS FRUGE
PHILLIP SHAYNE FONTENOT
KEVIN JOSEPH SIMONEAUX

Other Offices

PROSPERA FINANCIAL SERVICES, INC. · Lafayette, LA
LPL FINANCIAL LLC · LAFAYETTE, LA
NEWEDGE ADVISORS · Lafayette, LA
NEWEDGE ADVISORS · Lafayette, LA
NEWEDGE ADVISORS · New Orelans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · Lafayette, LA
OSAIC WEALTH, INC. · Lafayette, LA
RAYMOND JAMES & ASSOCIATES, INC. · LAFAYETTE, LA

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