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Abby Jean Blanchard

Cetera Investment Services LLC

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About Abby Jean Blanchard

Abby Blanchard is a financial professional with over six years of experience in the industry. Abby is currently registered with Cetera Investment Services LLC and Cetera Advisors LLC. Abby is a Series 7 and Series 66 licensed professional and holds the Securities Industry Essentials Examination (SIE) certification. Abby has prior experience with Summit Brokerage Services, Inc., Girard Securities, Inc., and First Allied Securities, Inc.

Firm Information

Abby Blanchard is currently registered with Cetera Investment Services LLC. Cetera Investment Services LLC is a Limited Liability Company formed on November 30, 2012, and approved to operate in 53 states and the District of Columbia. The firm has 1 approved SEC registration and 53 approved state registrations. Cetera Investment Services LLC has a history of regulatory events (11 reported) and arbitration disclosures (3 reported).

Not reported

Assets Under Management

Not reported

Total Clients

372

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Abby Blanchard’s Registration & Firm History

IA

04/12/2022 - Present

Cetera Investment Services LLC (WEST DES MOINES IA)

IA

04/12/2022 - 09/08/2022

FIRST ALLIED SECURITIES, INC. (W Des Moines IA)

IA

02/23/2017 - 12/03/2019

SUMMIT BROKERAGE SERVICES, INC. (W Des Moines IA)

IA

02/23/2017 - 11/02/2017

GIRARD SECURITIES, INC. (W DES MOINES IA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Abby Jean Blanchard.
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