Ray Carl Ansardi

Current Employers

Employment History

• 06/2016 → 02/2025
  Concourse Financial Group Securities Inc
  Belle Chasse, LA
• 05/2016 → Present
  (Dba) Ansardi Financial Services
  Belle Chasse, LA
• 03/2019 → 02/2025
  Concourse Financial Group Securities Inc
  Belle Chasse, LA
• 10/2020 → Present
  (Dba) The Ansardi Group Llc
  Belle Chasse, LA
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Belle Chasse, LA
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-03-25 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Belle Chasse, LA
  Birmingham, AL

Other Businesses

1) (dba) THE ANSARDI GROUP LLC; Investment Related; 8611 Hwy 23, Suite 1C, Belle Chasse, LA 70037; Investment and Financial Services; Financial Professional; Start Date 10/2020; 200 hours per month with 140 hours per month occurring during trading hours; Rebranded name of Ansardi Financial Services, LLC - I meet with clients to discuss financial goals such as investment, retirement, college funding, risk management and budgeting, which may involve the recommendation and implementation of investment and/or insurance products. >> 2) (dba) ANSARDI FINANCIAL SERVICES LLC; Investment Related; 8611 Highway 23, Suite 1-C, Belle Chasse, LA 70037; Fixed Insurance Product Sales; Producer/Adviser; Start Date 05/2016; 200 hours per month with 100 hours per month occurring during trading hours; Sales and service of fixed insurance products; I work with clients in enacting their financial goals which may include the implementation of investment or insurance products. >> 3) ROTARY CLUB OF BELLE CHASSE; Non-Investment Related; Belle Chasse, LA 70037; Non-Profit Service Organization; Foundation Chair; Start Date 07/2021; 1 hour per month with no hours per month during trading hours; Primary duty is to bring awareness to our club about the Foundation and how it helps our club. The Rotary Club serves the needs of the residents of Belle Chasse and Plaquemines Parish through service projects such as backpack and vitamin drives, cleaning our community and other service-related projects. >> 4) POA; Investment Related; Belle Chasse, LA 70037; Other; Power of Attorney; Start Date 01/2020; No hours per month; Power of Attorney for my spouse. >> 5) ROTARY DISTRICT 6840; Non-Investment Related; Belle Chasse, LA; Service Organization; Assistant District Governor; Start Date 07/2023; 4 hours per month with a portion of those hours per month occurring during trading hours; Monitor and support four local rotary clubs and report any issues, projects or questions that the four clubs may have to Rotary District 6840. >> 6) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 12/2013; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 7) NAME OF OTHER BUSINESS: PLAQUEMINES ASSOCIATION OF BUSINESS AND INDUSTRY; INVESTMENT RELATED: NO; ADDRESS: 8207 HIGHWAY 23, BELLE CHASSE, LA 70037; NATURE OF BUSINESS: BOARD; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: IMMEDIATE PAST CHAIR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0.5; BRIEF DESCRIPTION OF DUTIES: SERVE ON THE BOARD FOR THE BUSINESS ASSOCIATION; 8) NAME OF OTHER BUSINESS: GREATER NEW ORLEANS, INC; INVESTMENT RELATED: NO; ADDRESS: 1100 POYDRAS ST, SUITE 3475, NEW ORLEANS, LA 70163; NATURE OF BUSINESS: BOARD; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: NEXTGEN COUNCIL MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: INTRODUCE NEW LEADERSHIP TO GNO, INC., AND TO DEVELOP BUSINESS LEADERS WITH A REGIONAL PERSPECTIVE; 9) YMCA OF GREATER NEW ORLEANS BOARD MEMBER

Exams

• S66 Uniform Combined State Law Examination
  2019-03-25

Designations

Other Names

• Tray Ansardi
• Tray Ansardi
• Ray Carl Ansardi
• Ray Carl Ansardi
• Ray Ansardi