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Daniel Seghi
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Work Experience
Vice President- Investment Executive
Dec 2018 - Present · 6 years
Associate Vice President- Financial Advisor
Feb 2015 - Dec 2018 · 3 years and 10 months
Vice President Financial Advisor
Dec 2013 - Feb 2015 · 1 years and 2 months
Company Details
Iberia Financial Services, L.L.C is dedicated to helping its clients achieve their long-term financial objectives. We offer the highest quality of personalized service, sound advice, and a wide range of flexible investment products that can be tailored to your individual needs. Your financial situation changes throughout the seasons of your life. As your family grows or your needs change, it is important to review and revise your investment plan in order to meet those needs. For many of our customers, traditional bank savings products may not always provide the growth or income you need to achieve your goals. Iberia Financial Services can help you identify and develop your investment objectives to meet your financial goals. Whether you are planning for a short term event, or investing your money for safekeeping, you need a financial partner who will tend to the seeds you’ve planted. Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Iberia Financial Services, LLC is a wholly-owned subsidiary of IBERIABANK. Infinex is not affiliated with either entity. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
Year Founded
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Social Media
Linkedin
Industry
Investment Management
HQ Location
200 W. Congress Street Lafayette, Louisiana 70501, US
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