MM
CFP
MM
CFP

Michael Mechler

7 Years of Experience
New Orleans, LA
Broker

Michael Mechler is a CFP-designated registered investment advisor, based in New Orleans, LA, with 7 years of industry experience.

Location

701 Poydras Street, New Orleans, LA, 70139

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael is a manager of financial planning for Hancock Whitney, providing management and support of financial planning.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2022 - Present · 3 yrs 9 mos
Cetera Investment Services LLCBroker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Hancock Whitney Investment Services INC.
November 2019 - August 2022 · 2 yrs 9 mos
Hancock Whitney Investment Services INC.Broker
November 2019 - August 2022 · 2 yrs 9 mos
Whitney Securities, L.L.C.Broker
July 2006 - August 2007 · 1 yr 1 mo
State Registrations1 state
LA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Mechler - Financial Advisor | TrueAdvisor